SYR syrah resources limited

Hope it's more. Look at Germanium and Gallium price increases...

  1. 949 Posts.
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    Hope it's more. Look at Germanium and Gallium price increases over the last year or two since China imposed restrictions. It might take some time to effect the price significantly but I would be a bit nervous on the short side? Of course SYR has a few other issues to deal with. I'd like Verner to re-affirm the place for natural graphite going forward and perhaps how they might address adding Si to their anodes at some point? If that's what the market is telling them then maybe they should look ahead a bit more. Fair to say from a couple of years ago, the market might have reduced interest in natural over synthetic and now that's what the market is used to (aside from price). Note that China's large production and sales of synthetic have not helped. GLTA
 
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