Hi Andrew (the frog):
only to complete the cheerleading with some minor but important facts which you neglected, forgot or did not want to tell shareholders because they are not so rosy:
"* what the US tariffs imposed on China mean for EGR, especially since EGR's patent is protected in the US and what it mean for our peers even if they want to use a similar process outside of the US but then export their batteries to the US how much longer can Western OEM's now wait for b4 signing deals and opening up their wallets?" .... sorry, that's not correct, because if RNU processes their graphite according to their process which is not violated by Australian EGR patent, then they can export to US without any fee or fine
"* the date for Graphite has been set...2026...deals NEED to be done NOW...survival of the West as we know it is at stake" ... 100% correct, only problem is that EGR has nothing to sell in 2026, so if West has to make deals for 2026, they have to choose companies which will be able to deliver graphite, Companies like EGR which since 2017 only delivers unfulfilled promises will in best case get some MOUs, LOIs and non binding contracts for 2028 and beyond.
So in best case EGR will get SML in 2024 (which I doubt) and KfW money in 2025. To buid the mine is 18-24 month for a company with normal speed. Due EGR in best case runs half speed means at least 36 months. Best case will be a producing mine 2028, which is too late for contracts in 2026!
EGRs share price today showed where EGR is. ASX rises big and EGR nothing despite the "excellent??" prospectus.
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