Polly Waffle SYR plan to grow into future demand at a rate of 20,000 tons per quarter.Take up is largely only recently taking place. New giga factory's are being tooled for spherical graphite.
Expandable markets are not for steal/refractory markets as suggested.Expandable markets are for fire retardants and heat shields.It's a premium market with high margin's. Not all graphite is expandable...
Simon Moores recently had this to say....The factories are coming so while SYR may have shorter term concern's the longer field may suggest other wise...
Croc
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- Ann: Q1 2019 Interim Update
Ann: Q1 2019 Interim Update, page-101
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Price($) | Vol. | No. |
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