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21:45
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Originally posted by Doodlebugger:
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It was a pretty good presentation today I think. Lots of discussion on value of graphite. The $200 quoted in presentation seems to be the extreme low range of possibilities with $300 seeming more the realistic low end during actual discussion. I beleive it's reasonable to expect at least $300 for a large scale facility delivering bulk low value product. They wouldn't be tied down on likely costs of hydrogen production for a large scale facility, so I guess we wait and see on that, but looking at their old presentations, I think we are very compeitive on hydorgen when getting over $300/tonne for graphite. So seems to be plenty of upside if efforts to maximise value from the different grades of and uses for graphite types evolves successfully.
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Mitsubishi Corp own 33.34% of Chiyoda Corp which makes them a fairly solid company to be collaborating with.
(20min delay)