Hi regarding delays in commissioning/ramp up we will know soon until now just speculation from me or others. However the unrealistic scale of production is a widespread opinion for many graphite analysts. At least we should agree that it is extremely ambitious if you dont appreciate the term unrealistic. To be fair even if syrah ends up producing and selling just half its target (150.000tpa instead of 300.000tpa) that would be in itself an invredible achievement : 3 times the size of the biggest graphite mines in the world.
Excellent timing for commissioning ?, page-4
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