Graphite Market Conditions / Large Flake, page-2

A recent report by Bridge Street Capital supports business case for coarse/large flake graphite mines and why they are different than SYR. Key points:
• Our recent experience in the graphite sector suggests investors still do not understand the graphite sector. It is a small industrial mineral sector, and commodity supply/demand dynamics are far from clear. To use Syrah Resources as a benchmark is simply comparing apples and oranges

• Without wishing to make the point too strongly, IT IS NOT POSSIBLE FOR SYRAH RESOURCES TO PARTICIPATE MATERIALLY IN THE LARGE FLAKE GRAPHITE MARKET. It is simply not possible. The characteristics of the Balama orebody do not allow it. Oversupply of fine flake graphite is unlikely to impact the large flake producers.
• The supply/demand dynamics for large flake graphite are very strong. Pricing remains robust, and seems likely to remain so for some time

For the full report google: Bridge Street Capital - SYR/Balama fails, proving a large volume fine flake graphite strategy is flawed. Coarse flake graphite pricing remains strong

Good luck to all shareholders!