Port bottleneck, page-11

The crucial detail here is delivery to the port, seeing as the Grindrod contract includes customs clearing and forwarding I would hazard a guess that the bottleneck getting containers into the port is still a SYR problem. Even if the sales contract makes this a client issue it does not go away completely. 100% agree that once their dedicated facilty is up and running SYR is going to minting it. Based on the information I have I think figures exported for the first half of the year are not going to be what we would hope for. I doubt that clients who are currently testing SYR product samples are going to be ignorant of the above constraint and pay (yes they will order it) what can't be exported. I am not a graphite verteran so I stand to be corrected but that just seems simply business logic. Ill be back in when their dedicated CDF is nearing completion, happy with my gains to date and yes I might miss some more between then and now, so be it, but I reckon all these shorters are going to push it lower and ill pick up a few more sub 3.2. Buy and sell depths still pretty skewed. SYR still has a plenty of upside doubt ill miss it all. Good luck to you all.