future graphite demand, page-7

A bit of good news Tesla has broken ground in the construction of the Gigafactory and has signed agreement with Panasonic on the joint venture. Reported in the Las Angeles Times yesterday though I don't know how to provide the link. They call it operation "Tiger" as in Lion. Though they have broken ground near Reno, Nevada they have not confirmed this will be the site. They appear to be playing one state off against the other in order to get the best deal and have not ruled out having multiple sites.
Despite the sell off today and the past week I believe the fundamentals for graphite and Ton in particular have not changed and are getting stronger. I personally am comfortable holding. GLTA