@andrew78m
This is exactly the type of response I alluded to, it's adds no value to the discussion and simply adds to my perception of the company.
Syrah was the first Western company to enter the sector so it received all the capital and institutional support. This happens with every bull market in a new sector. IMO, the reality is now setting in for Syrah and they are trying to build a proper business. They have US$195 million and an EV of US$300 million (roughly, I don't have the latest presentation in front of me) and IMO they are not "paving the way" for other graphite hopefulls, they are trying to survive.
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