Simon Moores on b-tv, page-6

  1. 2,808 Posts.
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    Jealousy is a curse you two.

    Anyway, the article from Adkins was just another "boy who cried wolf" story. The guy is making some deduction based on a misguided theory that the anode blocks were only going to contain some graphite. Currently these anode blocks are made from petcoke (anode grade) and the Chalieco plan is to fully replace the pet coke with graphite........... not some graphite! So, his theory of expansion at different rates thus causing cracking in the pot is flawed.

    Additionally, Adkins expresses surprise and wonderment about why Chalieco would import graphite from Mozambique? Duh dude (Adkins), do some basic research before engaging mouth before brain.

    Therefore, the article was not worth worrying about. Why worry when the writer is so obviously confused at best and more likely worried about the intrusion into his beloved carbon market in China.

    Now, regarding the MOU delays........... I agree with you Jaded. The longer it takes to get an offtake announced the weaker the price becomes. You never know your luck there Jaded. The price might drop enough for you to enter and make a wise long term investment instead of over analysing your "boutique" graphite theory.

    Why worry be happy, it's only money. Jump on the slow boat to China!

    Cheers
 
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