Hi guys, this is a new article from jaberwock in seekingalpha he seems to be long magnis and kibaran, he believes companies who will asucceed in the graphite space are those who avoid direct competition with the giant Syrah, in other words those with a focus on large flakes rather than small flakes :
https://seekingalpha.com/article/41...&utoken=f0dc336bb2f253c20b96c883fa2bc5b0#alt2
fundamentals, page-34
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