Graphite oversupply leading to price crash, page-4

I've addressed all points in the past and won't be repeating them again. They address both your queries.
I expect people questioning me to have first read all my earlier points and all company announcements in entirety.

http://hotcopper.com.au/threads/recent-movement-and-road-ahead.2486301/page-77?post_id=15030673
http://hotcopper.com.au/threads/my-2c-on-sqzg-and-road-ahead.2503216/?post_id=15165592
http://hotcopper.com.au/threads/my-2c-on-sqzg-and-road-ahead.2503216/page-5?post_id=15165764

If price drops to 350, the entire industry will be destroyed. TON being a low cost producer will still survive. We will then find out which companies are on shaky ground.

Once more, like I've always said, any issue raised on TON can easily be raised on other graphite stocks but they do not seem to appear elsewhere.