General Discussions, page-24306

I agree that the cost of construction will have shot up a lot.But the Mitsubishis and Poscos of the world will be looking towards market price of graphite in 2025/26 when assessing their supply requirements.If they want our product enough they will agree to a contract floor pice which will make us profitable.If they don’t the project won’t happen but neither will most graphite projects world wide.They all know they can’t let that happen if they want to avoid a similar trajectory to what happened with Lithium last year.I suggest that is why Mitsubishi have shown interest.Also because we will be at least doubling our production from the 2019 BAM that should help reduce unit costs.All my opinion but I always listen to the negative side too just to be certain I am on the right track.