SR, you allude to the latest "discovery' by BSM... it is an important point.
Yesterday, when I read the heading of the Ann 'Bass identifies large flake graphite trend', it immediately raised the concern about timing.
Somewhat of a cheap shot from management, to release a relatively lousy update the day before it released the truly lousy results for Q1. I dislike that because it establishes a clear priority with short term SP over SVA. The up-and-down of the SP over the past two trading sessions reflects as much.
Now, SR, I disagree with you when you state that anything below 10% Cg will not be profitable because both China and Brazil have been successfully operating with those grades for decades.
SR, you allude to the latest "discovery' by BSM... it is an...
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