SYR syrah resources limited

Ann: March 2024 Quarterly Activities Presentation, page-2

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    The narrative that graphite powder demand will exceed supply has been the pitch from those outside the industry since 2013 and they keep moving the incredible milestone goalposts of demand exceeding supply each year.

    It appears demand is in equilibrium with supply with no evidence in the near future demand will outpace production in the next 5 years or longer. The actual production numbers from the company shows demand is slowing not growing. Numbers don't lie.
 
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