RE:Why I sold NGCIt is impossible to make investment decisions based on assumptions that will almost certainly turn out to not be true. There is a lot more involved than the simple sale of graphite here. Try using $10,000/ton for the sale of spherical coated graphite with at least 50% being profit and see how it works out. The proprietary process has a huge impact on future profitability. Not saying those assumptions are any more accurate than yours. But that scenario is just as plausible.