Just listened to the recording myself. Worth a listen. 90% rehash with 10% new info. Never seen Verner so upbeat and relaxed.
Current footprint of BAM is enough to produce 10kt of AAM. To expand to 40kt is modular so just need to replicate the footprint (size of shed and equipment) and have 4 separate production lines. Importantly, no disruption to current operations when they do add on and great for maintenance shutdowns.
Basically, SYR ready to go once the fundamentals warrant it. My take on the fundamentals is once the China mines are iced in, SYR will restart Balama. I'm assuming the current Chinese precursor/AAM manufactures are expanding to meet increased world demand and will require Balama graphite after the Chinese graphite mines come back online.
All things going to schedule and some money falls off a tree, BAM won't be a 10kt AAM producer until this time next year at the earliest.
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28.0¢ |
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Mkt cap ! $291.8M | |||
| Open | High | Low | Value | Volume |
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| Last trade - 16.10pm 20/06/2025 (20 minute delay) ? |
| SYR (ASX) Chart |