hmm...very good....I contracted for miners here in Aussie through my Manila office..um..laptop & surfboard on Siargao island...& their main concern before any ratchet up on demand they have by way of orders going forward per tonnage for supply was man power, followed by equipment & maintenance..in the past 3 months its spiked again some 34% on top of a previous 40%. Do we have another mining boom ???... which was not about mining at all it was about capex to mine, never the less demand going forward is at a point of desperate as more staff are retiring. Syrah I know very well... Automation will increase by 30% approx according to fmg, bhp & Glendcore. So im watching the true on maintenance primarily...interesting point on bottleneck and looking for the culprit..thought about it previously and dismissed it, but I will look at that again.. Has the market another 20% or 30% to fall, I hope so..bring pricing ratios more to the reality spectrum..I have always maintained that when bond markets turn and go lower then the CPI is about to peak so as a Bond holder thats when you make your return on capital...as an observation...I look at this and go 100% cash and start scalping until reasonable pricing ratios return to sensibility. Russel & Nasdaq is a bear trap !! I was unaware of some of your metrics on graphite so I will revisit this thesis. Thank you for your insightful reply & its nice to know there are those among us do our homework. I wish you well with your trades & investments.
CSL Price at posting:
$273.30 Sentiment: Hold Disclosure: Not Held
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