G'day,
I've only just recently come across SYR and are researching them. I just have a few questions for you about SYR and where you see it going in terms of a positive and/or a negative scenario.
1. the reduction in Graphite produced over the last qtr (75% drop yr on yr), due to lack of demand, despite the average price of graphite sold being higher. Is this potentially a red flag signalling that customers don't want the SYR graphite, or can it be chalked down to other factors?
2. With the Physical supply chain between Mozambique and the US, does this pose a greater threat to SYR, or is this problem standard across its competitors?
3. Do you see the extension of the EV mineral subsidies to be a good or bad thing in the short and the long term?
Cheers
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