RE:RE:Syrah Resources - 175bln in value
I understand they are different graphite and therefore multiplied the prevailing price for each type of graphite. SYR.AU appears to have significantly more value than ZEN. Oh, and the chemical properties of synthetic graphite are different than those of natural graphite. So the claim that ZEN will be a substitute for synthetic for $8,500/t is completely untested. Can you tell me how many end consumers of syntthetic graphite are testing "natural graphite"? If you can't name any then you have a problem.