I thought I'd start a new post. Imagine you've not heard of...

I thought I'd start a new post. Imagine you've not heard of Syrah Resources at all and suddenly they come across your radar. Would you invest in Syrah? If so, why? If not, why?

Many, myself included, who hold Syrah have been burned and it seems that this is colouring their opinion of the company. 

I've made money trading Syrah but I also hold as a long term investment. However I've also lost money through my investment in the company. This thread isn't about their past or what they've done wrong, and there's been a lot. Instead I'd like to discuss whether members think the company has a future and why or why not that may be the case.

Speaking for myself I believe in the future of the EV. I believe that Climate Change is real and man made (bloody hippy). I have no doubt that EVs will quickly surpass internal combustion vehicles as the prefered form of transport for most consummers. While I understand and accept their limitations, most relevant of which are cost and range, I believe for many consumers these will improve over time to the point of being irrelevant. Also, from an engineering point of view,  EVs should ultimately be cheaper to produce as they don't require a gearbox and their engines require fewer parts. As to their performance I think EVs have dispelled the myth they they are sluggish with recent cars capable of performance internal combustion engines simple cannot match.

From what I've read, graphite's supply/demand ratio will reverse sometime this year. I believe that despite their past setbacks, Syrah is well positioned to benefit from the rise of the EV. Finally I also acknowledge the gold plated elephant in the room that most seem to ignore because it's not yet proved to be financially beneficial. Graphene. A solution to  problems we don't know exists yet.