Battery Day is coming, page-143

Already told you what to do Morgs, sell everything at 49.5 and buy them all back at 40/41. Noise, but there is cash there. I have just put full long position back on as we speak. Can't rule out 38 cents, but we may have seen the healthy correction lows

Another thing people forget is that most of these "new" graphite miners (EGR etc) will never get FID, the graphite price is just too depressed for any banker to give the go ahead to new Project financing, even if they do have a few off take partners. SYR is the only fully developed mine with scale, ready to ramp up in 2021 as the stars align. This is a horribly mispriced asset in my view, M&A can't be terribly far away