Look at the trend to synthetic graphite from about 2 years ago. Even TLG have some innovative products in development. What is SV doing as far as strategy or technical advancements?? Could they be planning how to develop Si/natural graphite anodes through Vidalia? If the market doesn't want pure natural graphite or aren't prepared to pay extra then we have a problem IMO. Hoping there is still significant demand outside China SYR can pick up but they need to do it sooner than later. Like to get further confirmation that customer's are happy with the anodes coming out of Vidalia. Asia metals does indicates a higher price for flake. Perhaps he new year will bring a pleasant surprise around tariffs and China export controls along with a long harsh winter there..
SYR Price at posting:
22.0¢ Sentiment: Buy Disclosure: Held
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