Ann: Nachu Graphite Bankable Feasibility Study Finalised, page-128

I don't understand why this discussion / forum keeps turning to me? This is a MNS forum.

That aside, you may be getting the picture I'm painting?

Syrah would certainly be looking at what is happening in the sub 300 range. Yes the change isn't great, and certainly does not affect the BFS basket price. But there will be a reason behind it. Syrah will want to be on top of everything happening in this range, unless of course they're happy for a new comer to wipe them off the floor.