The thing to look out for in the quarterly is how well they are progressing with the calibration of the mills and shaping machines at Vidalia to meet first delivery to Tesla. Remember Tesla requires an 8ktpa run rate and they should have received in the interim product to test.
As I repeatedly said between 6-9 months ago, 2024 is going to be tough for SYR until Tesla first delivery and how fast others build/ramp their AAM plants and take flake graphite at volume from Balama. Everything else is just noise.
General Discussion, page-1008
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