One BOA already...that it was done prior to DFS is encouraging...l think a BOA with the Chinese, or whoever, may happen sooner rather than later and have the financing all wrapped up in the deal. As it appears banks are reluctant to finance graphite plays at the moment, l believe end users may have to strike 'all-in-one' deals with the miners whose product they want to secure supply. If the notion that future demand for graphite will increase with giga factories etc etc being planned is fact, end users will need to find a way to get supply flowing and help develop selected projects if banks wont come to the party... IMO of course...
Do we have a line in the sand?, page-66
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