All this attention wer’e getting as the worlds only Ex-China producer of IRA compliant natural graphite will soon result in the Lithium bros rotating into Graphite IMO.
Seems like every day there’s another Lithium supplier springing up - not so much for Graphite mines Ex-China.
Also if you were an OEM you’d be running the numbers over a preferential offtake with Syrah ASAP. Where else do you go?
Can foresee a “who’s got the biggest cheque book” scenario on the horizon.. with OEMs outbidding each other to secure limited supply and/or loan money…
$$$
DYOR IMO
General Discussion, page-1207
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