BAT - The future, page-74

Patiently waiting... updates can't be too far off.

Although the Vic gold play looks very promising, it's the graphite IMO that can really rocket this company. Right now there's a lot of talk around lithium stocks but maybe soon there will be some more talk about [BATTERY MINERALS] in general like cobalt, nickel, manganese and graphite. Hopefully BAT can achieve funding for Montepuez when/if that happens. You never know, having the name 'Battery Minerals' could end up having some added benefits. We saw what happened when Elon merely tweeted 'use Signal' lol
As other posters have stated, the graphite doesn't seem to be factored into the SP right now.

In the recent article on https://www.mining.com/global-natural-graphite-output-to-grow-7-6-in-2021-report/ it states: 'Aside from the potential restart of Balama, projects that are most likely to commence operations during the forecast period include Madagascar’s Molo graphite project (2021),Mozambique’s Montepuez and Tanzania’s Lindi Jumbo (2022).'
Going back to the Feb 2020 Investor Presentation, the company at that point was anticipating financing in Q2 2020 (before COVID caused delays).
This presentation gave an Indicative project timeline:
- Q2 2020 Finance completion
- 12 month Construction/Procurement period
- 3 month Commissioning period
- Q3 2021 Ramp-Up start
So based on this if the Montepuez project were to hypothetically commence in Q4 2022, then June-August 2021 could be a fair estimate for timing of finance completion, with the 15 month period before Ramp-Up start.