The guys on this thread.
Headed down the right track. The patents. Imo.
Add the guys on the other threads talking 'insulation'.
And YXGC 'new' office in Cixi - graphite 'seal' mecca of China. DYOR. Valves - fugitive emissions - compression packing.
Elcora - expanded G market is +100,000 tonne pa and not 40000.
China consolidation - because mines cause pollution or because there's a G black market they're trying to control?
DTR not DYOR - do THE research.
Just gotta get the large jumbo flake guys to understand their place in the 'system'...
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