Just to address the important question of how much anode material is needed by the market, Mark spoke about 100,000tpa of anode now being too small, and that 500,000tpa is needed, and that the market is currently growing into the millions of tons range, and heading towards 3 million tonnes pa level. Given that the largest scenario from the latest scoping study would be to deliver 425,000tpa, this amount is completely consistent with what is required by the market. It even looks to me to be somewhat conservative. What's clear is that there's plenty of demand out there.
All IMHO, DYOR
TLG Price at posting:
61.0¢ Sentiment: Buy Disclosure: Held
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