Simon Moores on b-tv

Jealousy???? This is a serious discussion thread, mainholm, not the "where's the sp going to be next month". No Jealousy, just analysis - something not allowed on the SYR thread - as you can see, it's a lovely shade of grey.

"The guy is making some deduction based on a misguided theory that the anode blocks were only going to contain some graphite."

That's not what he said, mainholm - "only going to contain some graphite"

What he said was - "If Chalieco is going to start using graphite in anodes, even in blend proportions".

What he is saying, I guess, is why import from Mozambique when you've got a motherload of graphite in China - they are the biggest suppliers of graphite afterall. And yes, I know they are consolidating.

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