Good interview. Solidifies my take on the whole show regarding...

  1. 12,826 Posts.
    lightbulb Created with Sketch. 6
    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
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.