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stanislar

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19/10/18

09:49

Post #: 36183032
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Originally posted by cartex: ↑

Part of your narrative is right on the mark, yet other parts are not...

1. Management has NO GRAPHITE MININR OR MARKET EXPERIENCE, hence the issue with building a plant without FULL understanding of the market, supply, demand, specifications, and competition.
2. ALL new starts continually compare natural graphite resource projects to iron ore, cobalt, lithium, etc., yet graphite contained ore is NOT processed by end users as with the afore mentioned who can process ore to a concentrate.
3. The Chinese are formidable competitors and rely solely on price as their main competitive advantage, hence competing against them on their own turf is fool hearted and detrimental the success of a new start.
4. The graphite industry is not fledgling as it has been in existence for more than 300 years in both use and mined (small quantities). Again, another misconception on the graphite industry as fledgling.
5. It is incumbent on the management of ANY new graphite project to understand the industry, instead of relying on the hype of analyst who bloviate constantly on the graphite market, EV's, and all the battery demand that has YET to materialise at the forecasted levels outside of China.
6. The current operating suppliers of natural graphite around the world consider any new start who does not research, comprehend, and develop the project in step with current supply / demand considerations as a nuance to the market with the majority of all new graphite projects failing to secure any level of financing, thus falling into insolvency.

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Fledgling used figuratively to mean the market is RELATIVELY small now compared to where it will be in decades to come if growth forecasts are to be believed.
I take your points but you tell me where new supply is coming from to meet demand 5-10 years hence if new suppliers do not come on line.
Plus, my main argument is that the risk-reward trade-off is now compelling

SYR Price at posting: $1.63 Sentiment: Buy Disclosure: Held
7 Upvote

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Discussing valuation, page-4

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