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Handy A year ago things were different Plenty of excitement in...

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    Handy
    A year ago things were different
    Plenty of excitement in lithium
    Had rubbed of on Graphite
    What has happened since is commody prices have fallen.
    That in itself hasnt caused all the carnage.

    Now in production costs are becoming clearer.
    A big cost most missed was trucking to port.
    $110 per DMT
    Ramp up is slower and the premium quality
    of the product hasnt recieved a premium price.

    Things can change and costs can come down.
    Price can rise if customers find the graphite
    is a premium product.
    Demand can rise quickly as well

    Cheers
 
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