EGR 3.57% 14.5¢ ecograf limited

Ann: Major Project Status Approved by Australian Government, page-75

  1. 3,106 Posts.
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    This is Nouveau, very similar to Ecograf. Nouveau is looking to produce 2,000 tons per annum of battery grade graphite in 2022, they don't have an off take agreement signed. Ecograf is fully funded to produce 5,000 tons per annum of battery grade graphite for 2022 with a quick uptick to 20,000 ton per annum. Plus we have sign an off take agreement for half the product and looking to go binding very soon. so I'd say Ecograf is leading the field in the BAM space.


    https://hotcopper.com.au/data/attachments/2978/2978340-de9efc925d50a14f312eca6802d335a7.jpg

    https://www.google.com.au/amp/s/www.*.com.au/companies/amp/news/942805


    https://au.finance.yahoo.com/news/nouveau-monde-advances-2-000-080000504.html



    let's compare there MC,

    NOU MC $700mil, $7mil cash, no offtakes.
    EGR MC $300mil, $57mil cash, with offtakes looking to go binding.


    I agree with @Wilma85 i believe Ecograf has the edge in every way, better partnership, off-take agreements, growth potential ( looking to double production already to 40,000 tons) and better recycling capability.



    also agree with UNI,



    ECOGRAF = GOLD STANDARD


    https://hotcopper.com.au/data/attachments/2978/2978365-76fadb8c488d02073a07c305135cf923.jpg

 
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