While we await further details of Tesla volume agreement, I thought to share this from CMA / CGM. Just this one operator has 3 container vessels with about 10,000TEU total capacity visiting Nacala in December. Syrah needs access to about 1000TEU per month for 20,000t approx. With sales price of >$600/t, we could finally be cash flow positive which will provide further catalyst for share price.
Nacala container shipping schedule
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27.5¢ |
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Mkt cap ! $284.5M | |||
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