yes it would be good to know what Aus super think or know. There...

yes it would be good to know what Aus super think or know. There are a number of major investment firms that have now claimed they expect the price of graphite to rise essentially starting this year and increasingly firming up over 2025 and 26. I would speculate that this is widely accepted and is what is driving both this firm and Aus Super. This is why there is the push to expand despite the poor present market conditions in order to be the western king of graphite by 2025-26. There are factors that could impact that positively and negatively. Graphite prices rising faster or slower than expected. Orders, orders and orders for graphite!!! Economy of scale is important. China and its actions impact. The willingness of the US government to provide money is important. Black swan events f**king happen. Our SP is now about where in was late Jan. If it goes lower then the SP is the lowest it has been in four years. But there has also been dilution, but there have also been facilities built, we had a recent cash raise so we are still good for the moment for daily operations, but SYR want to expand so will need to raise more etc etc.