Just been thinking about the upcoming supply shortage of graphite, it’s been well documented that the world is going to need 90 Renascor sized mines to meet demand, forgetting where they are, given time to production etc, just how many opposition mines of our size will be mining and supplying within 5 years from when we start, it appears to me not a lot of opposition out there. If our contracts are based on current prices of the day, that our profits will just keep increasing even without an increase in output.
Certainly looking like a very rosy future even with the rose coloured glasses off.
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