think you are both right re telsa impacting on other graphite stocks [not located in North America]
if there is government money in the offering then uncle sam will like the North American angle
that effectively cuts out North American graphite supplying other markets and also uses apart from telsa will now have to a premium for graphite since telsa will be a very big player - swallowing most of North American demand.
Of course focus with their chinese offtake agreement for 90%? after 2016 or later might be in a bit of a bind, since telsa may avoid it as a supplier
- Forums
- ASX - By Stock
- VXL
- any ideas?
any ideas?, page-25
-
-
- There are more pages in this discussion • 37 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add VXL (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online