Morning Note to Chris Berry Dear Chris:
Nice piece of intellectual log-rolling while waffling while building some wiggle room for your NGC exit strategy in your Morning Notes contribution today.
You said the junior graphite sector is heading down the crapper and NGC will be the sole survivor of the collapse IF - and I repeat IF - the NGC canary survives the coming onslaught.
Institutional investors don't care about the timliness of news. The graphite industry runs on long lead times. Its cost and quality they care about, but mainly cost.
Urge you to read two excellent comparative analyses put up on the FMS board recently by TeTsuo and Skippy.
Your post this morning serves as a lesson to your readers on how to be comfortable sitting on a picket fence. Why not just bail out and be done with it?