Whatever the fundamentals around demand and supply in the next 3...

Whatever the fundamentals around demand and supply in the next 3 years in my opinion there's a good chance that we will see a renewal of the graphite boom near term. It won't be on the scale of the last one but a range of graphite companies could bounce when next traded. SYR is an obvious contender but also new to production VXL could benefit. The predicted increased demand behind the TON deal could come earlier than the likes of TON can come to production and if so VXL which is already in production and perhaps some other juniors (if they can move to production quickly enough) could do well. Whether it pans out that way or not it's a reasonable speculative possibility and that's all the market needs. VXL now a buy imho.