Just listened to it, sounds all good. However one thing I would say is that Manoli Yannaghas comes accross so wet and not allot of conviction. To say Graphite is tight supply now but who knows where it will be in 2 or 3 years is shocking ! Surely they must have a 5 year business plan or longer to justify their investment in plant etc . Im sure its all good but he needs to brush up a bit and be a bit more assertive/confident
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For the DTM chaps.
DTM Early Birds is a discussion created by BuyBAO on 30 Jun 2014.
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