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FUTURE POTENTIAL V2, page-751

  1. 1,629 Posts.
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    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!

    https://hotcopper.com.au/data/attachments/4860/4860282-91718e7cd9ba852e58d08bade9f5eed0.jpg


    Just a theory, but striking nonetheless, isn't it?

 
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