Nice that Andrew has decided to come out from under his rock and communicate the thinking behind strategy shifts but I can't help but think there's alot of big IFs in his claims. What if demand for natural graphite doesn't end up being as high as his team are predicting? What if SSB's (which doesn't use graphite at all but still a few years off commercialisation) turn out to be a game changer and erode all demand for natural flake and silicon anodes?
I guess the upcoming quarterly will be interesting reading in a few days time. Tick tock!
EGR Price at posting:
16.0¢ Sentiment: Hold Disclosure: Held
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