CPTMatt Re DNI Part 1. Couple comments. That Article from February points out that natural graphite is cheaper, cleaner and more energy dense than synthetic graphite and that auto makers will not be enticed by the $400 savings. Say What??? $400 savings per car on all the low cost electric vehicles coming on IS a big deal! Ive read $500 savings.
Comment 2, They state Syrah will bring on a large supply of graphite will flood the market? Humm First the plant is largely overbuilt, they don't have off takes. Their OPEX will be outrageous as the large facility trys to produce small quantities of graphite. Lets see if they even start to produce before they go bankrupt. Syrah cant work!
None of this will even matter. I'm here to make money and DNI is going to make it while growing the company. This all relative to market cap of coarse. Fact, QUALITY graphite demand is coming strong. The strong will survive. DNI'S OPEX and CAPEX will be much less, plus they have already proved they can get the off takes. They will make good cash flow at any price since they will be at or near the lowest cost producer for a product of increasing demand.
The key to DNI is management. This company is just getting things done. Just watch what happens the next few weeks.
Elon Musk, Robert Friedland, Bob Moriarty, James Dines, are probably not the wrong ons here.
