Stratmin plots course for global graphite status, page-8

  1. 7,432 Posts.
    KNL getting it's 40,000 tonnes into Europe will 'sort out' these LSE/TSE minnows [stratmin/flinders].
    Didn't Stratmin get a Aussie to replace Manoli ? Had plans like Flinders to takeover others for global supplier ?
    Who could be the established Euro graphite trader ? Wasn't Asbury identified as the original Stratmin offtaker? was it for 10Kt?
    SGL does Madagascar, doesn't it?
    getting really tired of the opaqueness of the graphite market. Only analysis being cash for comment, IM and Simon, Industry Experts, charging $2000grand subscription fees. Graphite used to cover Synthetic mostly with Flake seemingly a junior element. Really really tired of rah rah Tesla and EV Batteries and finding Spherical Production currently is Total some 80kts all made in China.
    On and on the actual graphite market web reveals while the super pits speculate they'll be multi billion market cappers.

    anyway SYR's financing news will be interesting. Will it confirm New Demand from Asmet is really happening? That Asmet offtake for 100/180kts FINE is pretty vital for sale of all production of 300kts. Will they have Finance from a "Western Source" that covers Dragon Chinelco 80kts? or will Chinelco provide Dragon Finance? [ Is Chinelco's Parent SOE Chinalco under the chop from the Gov't.] These SYR proposed Spherical Factories is any Finance for these going to be announced? from where considering all spherical produced now is Dragon?
    All this and more ruminates in my head and I don't even hold SYRian!! just a Siberian.

    Anyhow SYR TH lift tomorrow. KNL and MNS on Finance Resolution this Qtr. So the veil of Spin re Flake Graphite Demand 2017 on should get lifted somewhat.
    .
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.