@Prime1, I was chatting with my neighbor today as she is looking...

@Prime1, I was chatting with my neighbor today as she is looking to buy Magnis. I explained to her how Syrah has had a good run but the sp is way over inflated. I told her imo MNS will be hitting $5 within two years and if Syrah can't get offtakes to match the BFS and graphite prices for low quality graphite like Syrah's keep tumbling they might be in big trouble. I mentioned you and how you believe Syrah has a first mover advantage.

Then I realised something. Syrah in the last three years had only been able to sign up offtakes for one third of their 350ktpa. So how does Syrah think they can sign up another 220,000 tones in six months especially with all the testing and qualification work that is required? Do you think they will have all 350ktpa signed up before they start production?