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Agree re FRB, and the current s&d for graphite. But I'm looking...

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mjp2

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19/04/18

10:04

Post #: 32548252
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Originally posted by Anton Chigurh ↑

Tend to agree, mjp2, though, I always pay attention to FRB, as he's usually not far off the mark with the miners over the years.

I think the market often overlooks sound projects because they're not in sexy sectors. I'm not bullish graphite at all - it's got terrible s&d - but I'm still bullish the guy who can sell his apples for a decent profit, even if there's lots of other guys selling apples.

I just see SVM as a low cost producer, targeting (initially) a more traditional market (as opposed to anodes) where their product will suffice, and they will be profitable if prices remain weak or even fall. Opportunity cost is definitely a risk to consider though, as it permitting.

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Agree re FRB, and the current s&d for graphite. But I'm looking beyond that to a heck of a lot more demand arriving and looking to secure longer term contracts. (And that versus likely commercial timing of solid state batteries). And I may be premature on that market tightening.
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