Hi Spid, I agree, the Chinese will not buy value-added graphite products and pay a premium. That is pure fantasy.
EGR's pricing is conservative but not overly conservative – it needs to be realistic after all. A lot of work would have gone into modelling demand and price projections so that our figures are reliable. I wouldn't expect us to achieve great premiums to our modelled pricing.
The coming months, page-24
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