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Ann: BlackEarth completes positive DFS for Maniry Project, page-10

  1. 9,686 Posts.
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    Great to see the paved road to port construction starting early next year. Big tick.
    JV plant for battery anode graphite on top of this NPV to come will add a big chunk too.
    Looking very good for staged growth (lower dilution).

    $400-$500 mill market cap in 4 years IMO.

    Would have been well timed if they'd put this in a TH for a day or two then announced this DFS but I guess they have presentations to go to.
 
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