$SYRAH RESOURCES LTD(SYR.AU)$ strong rally so far in March appears to be based on tariff expectations from the US onto Chinese Synthetic graphite. Recent surge to 30c corresponds to a reduction in shorts and removal from ASX300.
Concerns remain with operations impacted by protests but the key risk is low value of graphite driven down by Chinese synthetic supply. Trade tariffs would alleviate this resulting in improved revenues as currently the company cannot product product to sell at above cost hence operations are reduced.
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