SYR 0.00% 32.0¢ syrah resources limited

I and many others have acknowledged that news in G end...

  1. DSD
    15,757 Posts.
    I and many others have acknowledged that news in G end usage/size of prod will mean changes to BFS along with the V205 factor. BFS timeline has jumped fourfold i.e. from one month to four months. Am i the only person on HC who reckons political considerations are an issue for SYR? Mkt doesn't doubt that this deposit will ensure cost of prod is very low indeed. Margins will be huge by any standard. Yet SP doesn't reflect these future earnings. I reckon its because clarity/certainty is needed re Moz govt's role. I hope this item is covered in detail when BFS does eventuate. Hold.
 
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