I think some of us are reading to much into this artical.Panis is right, I think gary is playing the AAPL game.Having spoken to him , I don't really think he belives the price of graphite will decrease,and I think he is also saying that 99.9% graphite is worth much more.In either case , Fms will make great money , and , if graphite stays at this price or prbablly goes higher, FMS will make much more money. Also mentioning the M and A game , raises the bar for everybody, and brings attention the the WHOLE industry. For years AAPL underpromised and overdelivered. I for one am very impressed with gary.