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Ann: Quarterly Activities Report, page-81

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Shellbell

7,999 Posts.

3433

17/08/22

17:12

Post #: 63172193
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Originally posted by spid81: ↑

Sorry Markus, I just laughed at your post. Wow.

Conversion is typically 60-65%. i.e if you produce 10,000 Tonne of Natural graphite, you will see 6500 tonnes of PSG. At 30ktpa MRC could produce up to 19k T, I suspect MRC is likely to achieve 10-15ktpa from Skaland.

If you look at RNU they are also using +300 mesh down to -200 mesh graphite to produce PSG and have achieved 65% conversion.
Talga flake size is significantly smaller than -200 mesh at 93% purity, they claim they save on micronizing costs by using the smaller flake size and claim nearly 90% conversion from Natural graphite into PSG.

@Shellbell Something must of happened for these guys to go into a posting frenzy,

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Hahaa.... you beat me to it. Do you reckon something is in the wings? One thing is for sure... these guys dont have much idea of graphite and the EV market, hey?

Last edited by Shellbell: 17/08/22

MRC Price at posting: 9.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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