Hi Names,
I hope you are well, Instead of worrying about everyone else's investment decisions, you really should focus on your own.
I am very comfortable with my investment in EGR, I am not concerned if we don't see the other 2 Substantial shareholder notices or if we don't see another change of substantial shareholder notice from MUFG. The current pullback in the SP is painful, although I do believe it will be a short term.
@Wilma85 provided the following list of likely news to arrive in the coming weeks. Blue
1/ Tanz Government approval of KfW loan
2/ Offtake for Epanko (remaining 16ktpa)
3/ EFA approval - As you know, EGR needed funding prior to EFA granting their approval
4/ Additional offtakes for Kwinana - I believe Andrew has hinted at 2 other offtake partners,
5/ TECHNOGRAFIT agreement to go binding.
6 / ThyssenKrupp offtake to go binding.
7/ Permits for Kwinana
8/ Containerised recycling pilot plant engineering study outcome.
9/ Announcement of location of first containerised pilot plant.
10/ SungEel MOU to convert to a binding agreement.
11/ SSH Notice - 60312/ Board appointment/s
A few other items,
12) News/details of the European Factory location and the cost savings highlighted in the companies presentation
13) Final Investment Decision for Kwinana
14) awarding EPC contract to GR engineering.
15) additional Government grands/funding for Kwinana.
16) USA listing
If we see a few of these in the coming weeks, I suspect we will quickly test our recent highs.
How quickly do you think we will see a MC similar to Nouveau Monde graphite (MC $800mil)?
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