Not yet @ganginvestor. But the 24M qualification of Volt's graphite essentially whitelists them to be a supplier to any one of their licensees, including Freyr which you've listed above. I am of the view that one of those letters of support received for Volt's downstream anode material has come from Freyr. Next is to translate it into a binding offtake! Deals start to flow when graphite prices go higher. We saw the same thing in the lithium space in 2021-23.
Interestingly and as posted by @Platioti in this thread Post #: 72722087 "US Graphite Price Surge Amidst Limited Supply and Increase Demand from Battery Industry" we're starting to see the graphite pricing start to move up, which is a good thing for all aspiring developers. .
The other thing I've noticed is what appears to be a trend reversal starting to form in ASX graphite leaders SYR and TLG. A rising tide generally floats all boats.
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Mkt cap ! $16.63M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
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3 | 1066154 | 0.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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0.5¢ | 17437040 | 24 |
View Market Depth
No. | Vol. | Price($) |
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3 | 1066154 | 0.004 |
34 | 29692432 | 0.003 |
11 | 12380380 | 0.002 |
7 | 18650001 | 0.001 |
0 | 0 | 0.000 |
Price($) | Vol. | No. |
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0.005 | 17437040 | 24 |
0.006 | 6693300 | 10 |
0.007 | 5360001 | 3 |
0.008 | 1764144 | 4 |
0.009 | 1744144 | 5 |
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