Ann: AGM Presentation, page-5

  1. 389 Posts.
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    I think you can get a lot more than 350k ton anode from 450k ton precursor.

    Also, I have collection of data on the graphite/anode projects to better understand how they can impact future earnings.

    Keep in mind it uses prices on the anode precursor, and not the final anode, which results in a lower valuation (Will be updated when we get more detailed information from Talga).

    https://docs.google.com/spreadsheets/d/1RcmHeI2zJpqqI6rwZQxtcPs--o3zyfksFQcBF0cYZjI/edit?usp=sharing

    https://hotcopper.com.au/data/attachments/6645/6645091-0ff579718b9743004b08156c8a353ccf.jpg
 
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