Ann: Balama Incident and Rectification Update, page-44

Off my watch list. Bad management is #1 reason to sell a share. I don't want any part of it.
Let me quote USB research report, 4th Sept 2018:

Considerable value if management can get it right
While the raising of funds at a significant discount to our NPV is dilutive, Syrah has and
continues to de-risk the project. We maintain a conservative ramp up schedule (below
Syrah projections), yet our valuation remains ~A$4.00ps (down from A$4.38ps due to
today's raising). This represents a significant premium to the current share price. We do
not see fatal flaws to eventual nameplate production, but full value for the company is
unlikely to be realised until it and positive free cash flow is achieved.