Thanks GG, excellent insight!
I am also for a long time very positive about Talga and it is my largest holding. Still, I am weary of the well known risks many times mentioned before. However, your "Furthermore, 100% of spherical graphite comes from China, and most natural graphite comes from China." statement made me think about a new risk not mentioned before (imho). What would or could China possibly do to safeguard their graphite monopoly?
Is this a real or perceived risk as the demand will rise significant? Hope one of the excellent contributors will respond. Thanks!
In the mean time I remain a happy holder
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