Hey Mr Winkle,
not an insignificant amount we are talking about by now, right?
if you look at one or the other timeline, quite an interesting picture emerges!
- In June the LOI for Bunyu was signed with Graphex for at least 5000tpa
-Graphex itself expects to go into production in Q2/2023 early this year
-On 08/15 Biden releases the IRA
-On 08/22 request for extension of the contract negotiations with Graphex was released
-shortly thereafter DeMaio announces that one wants to use the advantages of the IRA to the full extent
-few days ago the second supplier of Graphex announces that he will probably start commercial production in Q4/2023
…i wonder which material DeMaio will use to start production next year?
Maybe the statement from him from the first Ann of June gives some information about this!
Just a theory, but striking nonetheless, isn't it?
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