Ann: AGM - Presentation, page-122

Not sure I agree there Paynie

Wait until China bans a couple of deliveries of PSG and watch the world panic. Europe and US have no viable alternatives atm. This starts in Dec remember.

Also the funds are there for the mine so let's build it, sell some flake and bank some cash - to even beakeven would be ok - we can create a market by offering supply of green graphite. Let the advertising of green credentials improve the market with a point of difference.
atm there is no green product available - it would create its own momentum imo.

As an owner I acccept the risks of this as I'm sure many others would. Reality is that sooner or later the market will be there - let's move first.