HXG 0.00% 1.3¢ hexagon energy materials limited

that omf valuation, page-21

  1. 2,038 Posts.
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    Is Trythree doing anything other than urging the need for cool heads and realism in our investment decisions? Credit Suisse have just issued an update of their report on SYR. The important point from an LMB perspective is that they (Credit Suisse) have lowered their expected average price for graphite to $800 per tonne. Maybe they are being ultra-conservative, but SYR certainly have lots of large flake, and their volume will impact on the market. $3K per tonne is beginning to look like a distant dream.

 
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