At this price it seems chronically undervalued if only for the enterprise value of its fully complete mine & USA based AAM facility and the utility Graphite has outside the EV and Stationary storage market.
Factor in its Ex-China credentials, trade friendly nation ownership, globally preeminent resource size and purity… and scarceness of any other scaleable supply outside China…
Synthetic graphite is not cheaper to produce if produced outside China - remember that when considering OEM sourcing feedstock requirements for batteries in N.American supply chain…
I’ve been in and out twice - and done very well.
IMO an ugly duckling…. but look how that turned out…
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