thanx for sharing, the tone and mood of the session didn’t sugar coat the state of graphite and gave me some additional colour as to where we are in the process of locally sourced anode. It also reinforced to me that we are some years away from OEMs using our graphite which fortunately aligns with when our factory will be up and running but makes me think we could be stuck in this horizontal price action regardless of a positive announcement this week (we hope) until we are actively selling to OEMs.
thanx for sharing, the tone and mood of the session didn’t sugar...
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