Hicbart and Trommel (both of whom coyly forgot to mention that...

Hicbart and Trommel (both of whom coyly forgot to mention that they are holders of a competitive graphite company) are obviously terrified at the prospect that they might be faced with even more costs, to add to what is already high-cost production.

This attempt to put down polite warnings about trends in the industry is just shutting their eyes to reality.
Whether any, or some, or all of the Samsung phone failures are due to a "manufacturing fault" or to a short in the battery, or to residual impurities in the graphite, or to a combination of these, is simply not the point.

What Hicbart, Trommel and co have to realize is that the battery makers, and their major users, are tightening up on their requirements. Hicbart tries to trivialise the Samsung problem by saying it affected "only 24 handsets out of 1m". But that completely ignores the fact that a couple of billion phone users in the world know that it happened. Nobody knows what impact that will have on their future purchasing patterns, but you can bet that every phone maker, every EV producer, indeed, every major Li-ion battery user, is watching the outcome like a hawk, and praying it does not happen to them.

Credit Suisse is a highly reputable organisation, and what they have said in this current report represents an important heads-up for those holding, or considering investing in, graphite shares.

If Hicbart thinks these timely alerts are of no consequence, then he should be directing his requests for further confirmation to the major users. I am quite sure that the fear that any inquiry will prove that CS are correct is what will deter him from even trying.

Cheers,

Prime1