Good interview. Solidifies my take on the whole show regarding the demand side, ironically developed more perceptively after I sold my last graphite share. Would have liked to have him reply to the sovereign aspect of the Africa query, which is where I think the interviewer was trying to direct him.
Was once confident in SYR. Now not even - that is unless they want to attempt to open up an FOB shop front with a range of products extracted with subsidy by the Vanadium. Risky as hell, but capex would not be that onerous.
Reasonable odds for shorting SYR? Might have a look at who's running puts on it.
GLTA
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Good interview. Solidifies my take on the whole show regarding...
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