Adriano1 is looking at the market through MNS-coloured glasses, or, more accurately, blinkers. Blinkers that only allow him to see and comprehend that relatively-small section of the graphite market which suits the product mix MNS has on hand. What he is really saying is: "If MNS can't supply a given market segment, then that market segment does not exist".
SYR is in a position, as Mainholm has clearly pointed out, to supply all sectors of the graphite market, not just that addressed by MNS. Hence his dismissal of small and medium flake as "worth not much and has limited applications". It's time he took off the blinkers, and discovered that the aluminium anode market, and the recarburiser market, are together more than ten times the jumbo flake market - which SYR is in a position to compete in, anyway.
As for the prices which he hopes to achieve, it's a long time to late 2017, when MNS might be shipping product, and a lot can change in that time. Is Adriano1 really so naive as to imagine that there are no get-out clauses in those offtake agreements? Let's see how many of the steps which have been glossed over so far, turn out to be major obstacles, and whether Sinosteel and Sinoma might be interested in talking with someone who can offer them equivalent product at half the price.
Cheers, Prime1
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