Thanks PatientMan I have enjoyed reading your well researched...

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Pedro14

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11/02/17

18:09

Post #: 22542179
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Originally posted by PatientMan ↑

Thanks redgum,

I still have much to learn but I appreciate your compliment.

I agree with your thinking too and enjoy your posts. I've recently been reading through all the Syrah posts from the last two years and some people question the value of a Tesla offtake; usually saying that it would be on strict terms, or that the bigger game is with other manufacturers. I completely disagree with such negative sentiments. A Tesla offtake would be a watershed moment. It would be a stamp of approval from the standard in electric vehicle manufacturing. How many other manufacturers will be lining up for Syrah's product if Tesla wants it? And what would the affect be on stock market psychology?

A Tesla offtake, in my opinion, would:

(1) Result in a higher intrinsic value due to increased future cash flows from Tesla and the other manufacturers that such an offtake would inevitably attract; and

(2) Markets would allocate a higher pricing multiple for Syrah due to the halo effect of being linked to Tesla.

Cheers.

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Thanks PatientMan
I have enjoyed reading your well researched comments.

You may have read Mr Curley's notes from AGM he attended in 2015
Mr Curley's notes

And in particular these comments

Tolga took a Chinese buyer to the deposit and while standing at a cutting pointed out a pegmatite intrusion. The buyer noted that he had been all around the world looking at graphite resources and it was the first time someone had pointed where the graphite wasn't. Amazing deposit.

Have supplied coated and uncoated samples to every battery manufacturer in the world. Top 3 Chinese anode manufacturers... plus plus.
Marubeni news in next few weeks or months
Asmet deal was opportunistic at the time. Now dealing direct with customers
Chinese fines are less than 95% purity, ours are >95% purity so new opportunities are appearing
Companies are not being named so they don't get 300 calls from competitors
The product prices we have seen are trader prices, not customer prices. We will disrupt this. No trader aggregation of products or QC required. The traders are now working out how to deal with us

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Not naming companies they are dealing with is good sense under the circumstances, and there is a fairly good chance Tesla may be one of them

SYR Price at posting: $3.11 Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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(20min delay)
Last 29.3¢		Change -0.003(0.85%)		Mkt cap ! $302.2M

Open	High	Low	Value	Volume
29.0¢	29.5¢	29.0¢	$219.2K	755.0K

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No.	Vol.	Price($)
6	235498	29.0¢

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29.5¢	207565	22

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8	172957	0.275
13	408239	0.270

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0.295	207565	22
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Thanks PatientMan I have enjoyed reading your well researched...

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Thanks PatientMan I have enjoyed reading your well researched...

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