Agree colinchi
But taking a medium term view, they have a strong place inthe market if they are delaying other new entrants to the market.
This must be a message that new Graphite plays are not going to get funded...and Syrah will be strong at some stage in the future.
Fiendish Redbeard's post makes sense: (for those of us who survive this hold)
May go down as the biggest short dell and then long term buy in the history of mining.
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