RE:RE:RE:looks like huge sell off...Yep. One thing to add is about Tesla. Heard lots of comments that "they will only buy NA graphite". Truth is that this is idealistic. Tesla won't slow the gigafactory if not enough NA graphite can be bought.
Even if the stars align and Tesla only needs NA graphite, they will soak up so much supply that other companies will be forced to look elsewhere. We are well positioned. FS and offtakes will come.