New Aggression, page-2

Another perceptive post from PatientMan.

This report shows a new level of confidence, and a clear hardening of Syrah's attitude towards competition. Repeatedly, Shaun Verner returns to the theme of emphasizing the company's strengths, its determination to secure dominant share of the world graphite market, and its willingness to be strongly competitive in its approach to customers. This is a public statement of a remarkable change of attitude.

The presentation really reads like a message (and a warning?) to present, and would-be, competitors. The message is:

- We have the largest graphite mine in the world
- We have the lowest cost structure in the world
- We can match anybody's product quality, and beat their prices

and, finally:

- We're coming after you!

Long term, that's what counts. As a shareholder, I couldn't be happier.

Cheers,

Prime1