The whole point of the Syrah article.... Was to emphasize the degree to which they are "operationally challenged" lets say...and what level of magnitude the US govt and Syrah's customers are even more "operationally challenged." Woke stockhouse won't let me post what should be said in quotations, so we'll just go with that!
There are some very important entities in the US expecting that Syrah product in the near term. What are they going to do? Add to that, 100% plus tariffs on any and all graphite coming out of China to the US...and then possibly, actually more than likely, Chinese retaliation...restriction or ban...that's the knockout punch.
No Syrah product...No Chinese product, or very little because $$$$$$ ???
Could we have an antimony moment? We sure could. Being the only operating graphite mine in NA, that would be a very good thing for shareholders.
All if's for now...tick, tock...January 20th.