Looking like a real train wreck now. And the last 2 big USA...

Looking like a real train wreck now.

And the last 2 big USA government investments in graphite have both been for synthetic.

It feels like the market is expecting over 90% of future graphite to be synthetic, and if that is true, then who is going to invest over one billion dollars to mine and build a natural graphite plant - it simply won't be worth it.

This might turn out to be my capital loss stock for FY25, you need one every year.

These guys are quieter than church mice, where are the off-takes, where is the funding, where is the long lead items, in fact, where is anything, and what the hell are they doing every day except collecting a huge pay cheque?

Gw