Love the analysis Binwood - I like the fact that Urbix have exclusive 1st option to shop this around and get some interest. Without knowing Urbix but presume they have oustanding reach in the states , along with the the US Critical Mineral policy, id me surprised if this sought of marketing doesnt bring about not only an offtake but maybe an investment like Posco. I mean the banks are there but these manufacturers need to secure Graphite. This definitely has more to play out in my opinion - its the start of BKT.
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Ann: Black Rock Signs Conditional Framework Agreement with Urbix, page-18
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