SYR 1.90% 51.5¢ syrah resources limited

Remember they have 20kt inventory already contracted to...

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    Remember they have 20kt inventory already contracted to customers in China. Net total cash outflow including receipts from sales of inventory would be lower than what is mentioned there. Correct me if I'm wrong.

    And Asianmetal is constantly reporting that graphite flake prices remain stable even though Chinese production has started months ago. We can count on market momentum and higher pricing during winter months. Let's hope management gets it right this time. I have a feeling they will.
 
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