I appreciate the caution being urged especially after a good run.
I still think people need to understand that the graphite market that SYR and their offtake partners are in is a different market with different prices to LMB.
LMB's product will be used exclusively for Li Ion batteries that require a specific TCG content and free from impurites to perform as required. It is my understanding that SYR can't achieve this.
The price for graphite that can be used in an anode is higher than $2000 a ton.
Looks like we will have to wait for the wording in the next off take agreement to gain clarity on pricing
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