Yep, your right.
I should have said concentrate.
But the Asian Metal site refers to Flake Graphite +195.
So seriously, whats the difference?
Also the Renascor BAM says -195 and the Chinese say +195 ???
Must admit I'm confused.
From the August 8, Renascor BAM as follows:
"The development plan adopted in the BAM Study, which provides for the accelerated start-up of the
Graphite Concentrate operation, is intended to offer Renascor a potential early-mover advantage by
entering the market at the time of growing undersupply, which Renascor expects will lead to increased
prices. At current Graphite Concentrate prices of US$640 per tonne for -195 mesh13, Renascor expects
to realise a favourable margin and to be highly leveraged toward potential Graphite Concentrate price
increases as a result of the sustained forecasted under-supply."
Since the August 8 BAM, Flake Graphite +195 has steadily increased in price.
Anybody have the latest US$ per tonne price?
Maybe RNU head office should be emailed about it?
Hint hint anybody
I'm up a ladder at the moment.
Screen shot taken 2 January 2024
Screen shot taken 10 October 2023
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