No question, the rutile is the jackpot for the company. But graphite will come again, either through EV or because of the lack of supply.
A few years ago, there were dozens of companies in Tanzania, all wanting to go into production. Not a single one made it as far as I know.
The best scenario would be one where SVM mines rutile and extracts graphite as an by-product. That would probably lower the AISC massively and they could become the cheapest rutile producer in the world.
SVM Price at posting:
35.5¢ Sentiment: Buy Disclosure: Held
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