Would love to be persuaded about getting out - its a stressful...

Would love to be persuaded about getting out - its a stressful stock to hold. Why 12 months?

My take, if you agree that supply will tighten, lets say 12 months, dont you think car and battery manufacturers are already making their move? Apple with cobalt and now tesla with lithium - attempting to go direct to the mines... mmm.

What sort of deal would you want to lock in with graphite if you knew it would get expensive due to supply? and it might be years before you can rely on the quantity, quality and size of other mines to catch up - Syrah is the oasis.

People have postulated that Tesla is the wild card and could possibly get involved with Syrah. However they aren't the biggest players here. China is so far ahead, agressively attacking the ev market like their silk road project. For example, they are pushing range with tiered incentives for cars with a 400km+ range which is seeing cars like the Venere (i think thats how to spell it?) boasting a 500km range... i wonder how much natural graphite will be sitting in the showroom floor as spectators look at the Venere at the Geneva motor show in a few days time...