Sure Pabs.So this is more a question relative to the...

Sure Pabs.
So this is more a question relative to the graphite/graphene industry so sorry if it is not directly about TLG. It seems there are multiple companies attempting similar efforts at vertical integration. Syrah (SYR) is just one on the ASX and they are touting a "globally significant resource", vertical integration etc. Thus far researching other "competitors" to TLG has just been reassuring. They don't have the uniquely high grade reserve, use traditional crushing/grinding/floatation, have significant costs due to transport between mine site and anode production (SYR Mozambique to Louisiana). This has not stopped many of these companies appreciating significantly over the last few months..... so is it a case of rising tide floats all boats? And how many of these competitors will make good, either benefiting from demand tail winds selling raw product or something further up the value chain?