RE:MaterialsMan, Regarding Syrah Resources Ltd and Perhaps NGCInteresting theory.
The question is whether SYR would prefer to fly alone.
I don't know if there are any major players ex China that could acquire Syrah, but it would seem to be a worthy acquisition.
Of course if Syrah is the biggest guy on the block, maybe they will consider some M&A or JV, as you seem to be suggesting.