Good points TP and again, not discussing any flakers in particular but there are 2 other issues that favor hydrothermal graphite:

Performance should be better as our crystalinity is better speaking for the battery market

Greener product as we do not use acids

Then, if you really dig deep, it seems we have another advantage on the manufacturing side is that we do not need or at least need less binders to coat the graphite.

Again, sucks to wait so long at these low prices but my opinion is we will be strongly rewarded for our patience.

G.