Patience is starting to pay off and clearly between good product and a superior the sales & marketing team, there is sufficient demand for graphite not only over the mid-term but today as well. The structure of the deal is good and pricing is solid given the supposed weakness in "the" graphite price. Only detail lacking is the total tonnage so its unclear how much this customer takes up of the company's forward production profile.
MB,
The iceberg is still there, just less active at 25c today. 30c is close but just out of reach until the seller is gone but we shouldn't be worrying about the daily ebbs of the SP and what this news should be worth, its all about the long term result.
Patience is starting to pay off and clearly between good product...
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