Ann: Half Year Accounts, page-6

Hi Robbo, though with current MCap exceeding the contributed equity, one would guess in general shareholders would be comfortable, particularly those buying at lows and selling at highs or even those just holding from lows, but yes the lack of progress on underlying fundamentals perhaps leaves that MCap vulnerable as your charts have been showing with the approx 2 year downtrend.

@ddzx , re your question to Robbo on who they will get their spherical graphite from, well assuming they are intending to use stuff that has been qualified then it does seem to limit any potential sources. Perhaps @cartex would have a better understanding of potential suppliers, though I don't think their initial requirements are that great, so likely able to source it from somewhere.

All the best to holders.