You have a lot more time then I do to spend discussing graphite. I have all my investments outside of graphite that i need to spen time managing.
All I can say is if I were a investor and knowing how the graphite market works I much rather have a small graphite mine then a extremely large mine like SYR is proposing. If the market price goes below cost I will lose a lot less capital selling small volumes below cost then a a large producer like SYR. I can cut back cost much faster then SYR and wait for SYR to go bankrupt. SYR can try and put all of the small graphite mines out of business but knowing the graphite business and how Small mines build relationship with buyers I do not believe this will ever be possible.
All I can say is in graphite space big is not better. I wish SYR the best but I do not agree to their business model.
