Thinking about the impact, the loss equates to less than two...

Thinking about the impact, the loss equates to less than two months production, at the end-September rate. Given that there is clearly some inventory level, the missed sales are probably significantly less. Sure, we would all much prefer to not have such events, but if the effects include the placing of further focus on production improvement, and closer scrutiny of production practices, then the situation is far from being one of all doom-and-gloom.

Syrah still has a handsome lead over its rivals, with cash in hand, and sights set on the BAM plant, and (I suspect) the longer-term vanadium opportunity.

There's clearly no other graphite investment which comes close.

Cheers