Syrah Resources Ltd (SYAAF)

[Pennypound]

February 9th news is the Vidalia plant in Louisiana is online and in production - stock price jumped 20%

[BottomBounce]

$SYAAF Syrah Resources Ltd. Total Debt (mrq) $187.99M. $.0001 coming

[Syrahlogist]

Somebody just picked up 100,000 shares.

[pitcook]

Still strong volume. Another hour to go, but looks like the stock is holding up well. I thought there might be some pullback after such a strong rise. I think we just need some more marketing letting the world know that we have one of the key ingredients for the future of anything with batteries in EV and others.

[pitcook]

Perhaps we will get news of more new customers, seeing now that other Graphite sources are not available.

[pitcook]

Looks like China did us a big favor with their Graphite decision.. From the volume the last couple trading days, evidently some big traders discovered our stock.

[pitcook]

Other than the company keep selling more shares, there is nothing but positive about this stock at such a low price. When they talk EV for whatever reason they never talk about Graphite.

[olico ™]

People woke up ;)

[pitcook]

It’s time to wake up and talk about how undervalued this stock is

[TradingCharts]

Is this beaten down battery stock the next Lynas?
Syrah Resources will this year become the biggest producer of a battery grade critical mineral outside China, but its shares don’t reflect that optimism.

“It is fair to say the planets have not yet aligned,” says Syrah Resources managing director Shaun Verner, when asked to reflect on his 6½ years in charge of the biggest and most vertically integrated graphite producer outside China.

The battery minerals boom is now mature enough for lithium miners to be reporting billion-dollar profits, but for graphite producers like Syrah, the glory days are yet to arrive, despite the fact battery makers are consuming graphite as rapidly as lithium.

https://www.afr.com/companies/mining/is-this-beaten-down-battery-stock-the-next-lynas-20230526-p5dbhr

[TradingCharts]

ASX Announcement / Media Release
30 March 2023

Syrah Resources Limited

Updated Balama Ore Reserve and Mineral Resource
Highlights
• 2022 Balama Ore Reserve estimated at 110.3 Mt at 16.4% total graphitic carbon (“TGC”) for 18.0 Mt contained
graphite – forecasts 50+ year mine life, 0.5 life of mine average strip ratio and ~19% TGC ore grade processed
to 2047
• 2022 Balama Mineral Resource estimated at 1,035.7 Mt at 11.6% TGC for 120.0 Mt contained graphite – based
on updated pit shells and revised TGC cut-off grade that demonstrates Reasonable Prospects for Eventual
Economic Extraction (“RPEEE”).
https://www.syrahresources.com.au/

[IAmTopG]

Could be a ticking time bomb!!!

[IAmTopG]

https://investorintel.com/critical-minerals-rare-earths/why-graphite-could-be-the-next-critical-mineral-to-rise-steeply-in-price/

[IAmTopG]

Tesla seems to have confidence in Syrah. They did cancel their plan to buy from CXO. So I’d like to think they think quite highly on them.

Bought starter lots on Mason due to chart. Its not confirmed for Golden Cross yet but I just took a stab lol

[IAmTopG]

Nothing on my end. Only the starting production around Sep 2023

https://company-announcements.afr.com/asx/syr/703a8609-8240-11ed-963b-6ebd3ec116c5.pdf

[TradingCharts]

I am going to wait until June, to buy.

Unless you know of near term news?

[TradingCharts]

2022 Syrah Resources

[TradingCharts]

Syrah Resources Ltd
25,853 followers
3d • 3 days ago

We will release our December 2022 Quarterly Activities Report on 31 January 2023.

MD & CEO Shaun Verner will host a conference call about the quarterly results at 11.00am AEDT on Tuesday, 31 January 2023: https://bit.ly/3CpLZVs

Register here: https://bit.ly/3GF2aAN

https://www.linkedin.com/feed/update/urn:li:activity:7016553765591805952/

[IAmTopG]

Looks like we missed out on NSRCF

https://investmentu.com/graphite-stocks/

[IAmTopG]

Glad you are able to retired and enjoy physical activities - biking and such. I am still recovering and I think the recovery may take 2 years (most of it or all are just some small items and not critical).

I am grateful though that out of all nasty and scary complications that could have happened, it did not occur to me. So literally I cant complaint lol.

How is life treating you? Hopefully you get to enjoy this holiday w family and loved ones

[TradingCharts]

I have been watching a few of these graphite companies.

Two received US money both are ASX companies. Novonix was the other waiting and watching.

I have to admit I do miss work, I was lucky I liked my job.

You, must have healed well?

I have been enjoying the snow with out the commutting. I do not miss sitting in traffic, and hoping for no accidents.

[IAmTopG]

Looks like it has ran. I have not had a chance to follow a lot of these..LOL. I may need to spend more time on stocks…been overwhelemed w works past couple months.

Hope things are well w you my friend

[TradingCharts]

Syrah Resources Ltd
23,503 followers
4h • 4 hours ago

Well-regarded Benchmark Mineral Intelligence and Fastmarkets warning that graphite could be on the verge of “doing a lithium”.

Syrah discussed in the below Small Caps article
https://lnkd.in/eabQE7hK

#graphite #SYR #Syrah

https://www.linkedin.com/feed/update/urn:li:activity:7004252977951555584/?origin=SHARED_BY_YOUR_PAGES

[TradingCharts]

Syrah Resources Ltd

1h • 1 hour ago

With the rapid acceleration of electric vehicle uptake and deployment of battery storage systems, the global energy transition is driving unprecedented growth opportunities for critical minerals, providing an incredible opportunity for the Australian economy.

Climate Energy Finance has identified Syrah Resources as a key example of foreign investment by an Australian firm expanding its global positions upstream and downstream to become an essential supplier of graphite.

Read more: https://lnkd.in/ejzzmVg5

#graphite #growth #energytransition #electricvehicle #economy #syr #syrah #greenenergy #greenminerals #mining

https://www.linkedin.com/feed/update/urn:li:activity:7003169285451698176/

[TradingCharts]

14 Nov - 43 min read
Benchmark Anode and Graphite Conference Presentation

https://www.listcorp.com/asx/syr/syrah-resources/news/benchmark-anode-and-graphite-conference-presentation-2798105.html

[TradingCharts]

Syrah Resources Ltd
23,167 followers
5d • 5 days ago

Syrah’s large-scale, vertically integrated AAM production facility in Vidalia, Louisiana, USA, is taking shape.

The 11.25ktpa AAM Vidalia facility is scheduled to start production in Q3 2023, supplying Tier 1 customers in the USA.

#SYR #syrah #AAM #batterychain #batteries #EVs #graphite #energy #batterymetals #batteryanode

https://www.linkedin.com/feed/update/urn:li:activity:6994057598056472576/

[pitcook]

Balama update
Syrah Resources Limited (ASX:SYR) (“Syrah” or “Company”) refers to its announcement on 26 September 2022, 11
October 2022 and 20 October 2022 regarding illegal industrial action at the Balama Graphite Operation (“Balama”) in
Mozambique.
Mining and processing operations, and unrestricted logistics movements have resumed at Balama with the full complement
of the Company’s employees and contractors onsite.
The Company continues to work through the periodic renewal of employment conditions under the Company Level
Agreement (“CLA”) with the designated representatives of its unionised workforce.
Resumption of operations and the renewal of the CLA are being undertaken with the support of the relevant Mozambique
Government authorities.
This release was authorised on behalf of the Syrah Board by
Shaun Verner, Managing Director

[pitcook]

Balama update
Syrah Resources Limited (ASX:SYR) (“Syrah” or “Company”) refers to its announcement on 26 September 2022, 11
October 2022 and 20 October 2022 regarding illegal industrial action at the Balama Graphite Operation (“Balama”) in
Mozambique.
Mining and processing operations, and unrestricted logistics movements have resumed at Balama with the full complement
of the Company’s employees and contractors onsite.
The Company continues to work through the periodic renewal of employment conditions under the Company Level
Agreement (“CLA”) with the designated representatives of its unionised workforce.
Resumption of operations and the renewal of the CLA are being undertaken with the support of the relevant Mozambique
Government authorities.
This release was authorised on behalf of the Syrah Board by
Shaun Verner, Managing Director

[pitcook]

Thanks, I will review these, and Scottie, we need more power to go to Warp 6!!

[TradingCharts]

Yes, Yahoo has a few that I can see when looking at syrah.

NOVONIX, will need graphite.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170184340

I am in tloff I have a few mining companies with some graphite but they are focused on lithium.

I have a small position here will be addi ng more in time.

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Similar to SYAAF

https://finance.yahoo.com/quote/SYAAF?p=SYAAF

pitcook, feel free to come to this link and talk all battery metals
Link below..
https://investorshub.advfn.com/LITHIUM-STOCKS-AND-CHARTS-38501

[pitcook]

Does anyone see any other competition other than China, for this Graphite market?

[pitcook]

Just wondering how long some of the shareholders have been owners here? I've been an owner for 5 years and a week. It seems Graphite hasn't been discussed as needed as much as Lithium and others. Last week's news really seemed to announce to the investing world, and I think we are in store for some serious price increases. Just hope there are no more hiccups at the Mozambique mine, otherwise we should be one of if not the top company for Graphite. With the political happenings with chips in China, if this escalates with other commodities the value of our material could really drive the share-price higher. Hopefully this message board will get a lot of new posters/investors to share and expand to their friends/families etc. the great potential ROI of this stock.

[TradingCharts]

I usually do not post when buying

Syrah Technologies is set to start a $175 million expansion of its Vidalia graphite processing facility later this year. The plant is set to begin production in 2023 and Tesla has signed a deal to purchase 70% of the graphite manufactured at the site.

https://www.nola.com/news/business/article_7c73c476-32e0-11ed-8b18-2f8fa78c859a.html

[pitcook]

Is this such an esoteric unknown company that I am the only one that knows about this completely underpriced stock, that has a major ingredient needed in all EV's and Lit batteries? Many key news releases the last week that confirms even more that many want to be a part of this company's growth.

[pitcook]

All kinds of great new releases last night for Syrah!
Well, it's time that this company and message board starts to get some big-time recognition. For some reason when discussion is about EV, and Lit batteries, they rarely mention that Graphite is a major component of making the batteries. And by the way, other than China, Syrah, really is the main miner of the natural material. China also pushes artificial Graphite, but that is inferior to ours.

It looks like thanks to the Govt. recognition of bringing as much within the country, rather than counting on China, and just common sense of States like West Virginia, funding us will bring a great return on their investments. Now retail stock traders will slowly learn. This stock seems to me (but obviously I am an investor) to be amazingly cheaply priced. It will take time, to get the upgraded factory etc. going, but we know we have what the world needs. Even Elon knows this.

[TradingCharts]

Supplying critical graphite and anode products

https://www.syrahresources.com.au/

[TradingCharts]

Syrah Resources Ltd
22,116 followers
5d • 5 days ago

We're delighted to announce the launch of Syrah's new company website today!

Discover more about Syrah, its vision and values with new content on our operations and natural graphite and battery anode markets.

Visit our website and share your thoughts with us.
www.syrahresources.com.au

#graphite #batteryanode #battery #website #newwebsitelaunch #syr #syrah #syrahresources

https://www.linkedin.com/feed/update/urn:li:activity:6971270042692829184/

[TradingCharts]

Natural Graphite
Syrah produces 23 natural graphite products across eight different mesh sizes at Balama.
Balama's natural graphite product mesh sizes range from +50 mesh (coarse or large flakes) to -100 mesh (fines flakes). Balama also supplies flake with properties outside of typical market specifications to special purpose customers. Balama natural graphite products have a fixed carbon content of between 94% and 98%.

https://www.syrahresources.com.au/our-business/products-and-technology

[TradingCharts]

Vidalia Active Anode Material Facility
Louisiana, United States

At Vidalia, Syrah is constructing a large-scale facility with an initial production capacity of 11.25ktpa AAM. The 11.25ktpa AAM facility at Vidalia will be completed in Q2 2023 and start production in Q3 2023. The majority of production will be purchased under offtake by a tier 1 integrated battery manufacturer and auto OEM.
Syrah is completing a definitive feasibility study on a subsequent further expansion of Vidalia’s production capacity to at least a 45ktpa AAM on its 38-acre site.

https://www.syrahresources.com.au/our-business/vidalia-active-anode-material-facility

[TradingCharts]

Syrah Resources (ASX:SYR) receives US$102m loan from US Dept. of Energy for Vidalia expansion

https://themarketherald.com.au/syrah-resources-asxsyr-receives-us102m-loan-from-us-dept-of-energy-for-vidalia-expansion-2022-07-28/

[TradingCharts]

Bernard Rowe
Author
Managing Director at ioneer Ltd.
4h
At Ford we’re doing our part to strengthen our North American and U.S. supply chain. This includes working with companies from across the country, like Ioneer in Nevada, Compass Minerals in Utah, and Syrah Resources in Louisiana. Yet, there is still much to be done as this administration and the auto industry work together to overhaul the industry’s supply chain pipeline.

https://www.linkedin.com/feed/update/urn:li:activity:6971405246442999808/

[TradingCharts]

Syrah Resources Ltd
22,032 followers
1mo • 1 month ago

The replay of our Chief Executive Officer Shaun Verner's presentation from the 2022 Diggers & Dealers Mining Forum is now available to view.

Watch the update here:
https://lnkd.in/gUmrbNbM

https://www.linkedin.com/feed/update/urn:li:activity:6960436963480911872/

[IAmTopG]

This is what caught my attention. I am curious though why this has not run yet given the type of news they released.

[BottomBounce]

$SYAAF Syrah Resources Price Target Raised to A$1.40/Share by Morgan Stanley

[BottomBounce]

$SYAAF has $53.31M in cash

[BottomBounce]

$SYAAF https://timesofindia.indiatimes.com/auto/news/australias-syrah-resources-soars-on-graphite-supply-deal-with-tesla/articleshow/88447053.cms

[BottomBounce]

Syrah Resources operates the world class Balama Graphite mine in Mozambique. Flake graphite is forecast to be in deficit in 2022 with prices set to rise.

Syrah plans to grow their active anode material Vidalia pilot plant to 10ktpa AAM in 2023, 40-50ktpa in 2025, >100ktpa during 2025-30. Signed an 8ktpa AAM offtake deal with Tesla.

Valuation looks fairly valued for now and for investors looking out 3-5 years there is a significant potential opportunity. Risks with graphite & AAM prices and Vidalia AAM funding/expansion. https://seekingalpha.com/article/4483933-syrah-resources-stock-active-anode-material-potentially-winner-2023 $SYAAF $TSLA

[BottomBounce]

Tesla Graphite Supplier From Australia Bags $107M In Loans From Biden Administration https://markets.businessinsider.com/news/stocks/tesla-graphite-supplier-from-australia-bags-107m-in-loans-from-biden-administration-1031362988 $TSLA $SYAAF

[BottomBounce]

$SYAAF Top Mutual Fund Holders
Holder Shares Date Reported % Out Value
Vanguard International Stock Index-Total Intl Stock Indx 6,282,193 Jan 30, 2022 0.94% 7,538,631
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund 3,414,007 Dec 30, 2021 0.51% 4,677,189
DFA Asia Pacific Small Company Series 3,299,721 Jan 30, 2022 0.49% 3,959,665
DFA International Core Equity Portfolio 1,761,939 Jan 30, 2022 0.26% 2,114,326
Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index 1,590,009 Jan 30, 2022 0.24% 1,908,010
Schwab Strategic Tr-Schwab International Small Cap Equity ETF 785,588 Nov 29, 2021 0.12% 675,605
Vanguard International Stock Index-Pacific Stock Index 503,105 Jan 30, 2022 0.08% 603,726
DFA International Vector Equity Port 462,383 Jan 30, 2022 0.07% 554,859
SPDR (R) Idx Shares-SPDR (R) S&P (R) International Small Cap ETF 313,349 Jan 30, 2022 0.05% 376,018
Dimensional ETF Tr-Dimensional World ex U.S. Core Equity 2 ETF 164,969 Jan 30, 2022 0.02% 197,962

https://finance.yahoo.com/quote/SYAAF/holders?p=SYAAF

[BottomBounce]

$SYAAF Syrah Resources Limited, together with its subsidiaries, engages in the exploration, evaluation, and development of mineral properties in Mozambique. The company operates through Balama and Vidalia segments. Its flagship project is the Balama graphite and vanadium project located in Cabo Delgado Province, Mozambique. The company is also involved in the assessment and development of downstream Vidalia active anode material opportunities for natural flake graphite. It sells natural graphite in China, Europe, India, the Americas, and internationally. The company was incorporated in 2007 and is headquartered in Melbourne, Australia.