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Ann: SER November 2011 Munich Presentation , page-6

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  1. Bluoz
    43 Posts.
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    04/11/11
    14:27
    Post #: 9241412
    Of the top 10 graphite producers, Mexico and Brazil would appear to be the only countries being able to supply large tonnes over our summer months.

    In regard to smaller quanties (approx:4,000-5,000tpa), Sri Lanka and Zimbabwe.....But the Monsoon season will soon be there to hamper production.

    Everyone else in the top 10 is going into winter....Particularly China.

    Uley is in a great position, if they can crack it for shipments in early 2012.

    Thoughts?

    SER Price at posting: 3.6¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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