BAT - The future, page-185

If it weren't for the recent tweets re 'working on finance' and 'graphite sector warming up; good for BAT', I would be very concerned. Nonetheless BAT sure do seem to take their time to get things moving. From the tweets they clearly see other graphite plays moving, yet they are maybe the only serious graphite play on the ASX that hasn't recently updated the market. There's the possibility that if things aren't pushed forward soon BAT will have a later entry into production then what they should have. That recent article stated Montepuez graphite project and another as 'most likely to come online in 2022'. BAT has for while looked to be the closest to financing and construction out of the undeveloped ASX graphite plays, but likely not for long if things don't get moving.

A market update about recommencing financing negotiations and also listing all their binding OT agreements, MoU, licenses, proposed timelines etc. would likely see a quick jump to 5+c IMO. RNU has detailed repeatedly in many announcements where they're at with OTs, financing discussions etc., so don't see why BAT can't give just one update like this.

Also there's 15ktpa of product available for OTs for the Stage 1 of Montepuez. Are BAT in discussions to fill up this space? BlackEarth Minerals (BEM) graphite play in Madagascar have joined the European Battery Alliance and this is basically the same distance from Europe as Mozambique, so is there any reason why BAT can't get closer with Europe and maybe try to fill up the rest of the Stage 1 OTs?
RNU in their current OT negotiations are apparently oversubscribed with the current interest for their Stage 1 output (28ktpa). BAT has a Stage 1 output of 50ktpa with some room to supply in Stage 1 if others can't.

Some updates would be nice : )
All IMO. GLTAH