Good analysis, your point about providing a sustainable supply chain is important i think. Eyre peninsula seems like the perfect location given how much graphite there is, SA's renewable resource and close proximity of key infrastructure (electricity and ports). In a low carbon world, SA really should have some of the lowest priced electricity in the world, especially if we can get more load/usage into the grid through projects like this to more effectively use the infrastructure. Ultimately i think there is a good chance we see anode suppliers actually manufacture here given the energy intensive processes involved and our advantages already mentioned.
Anyway I hope we go about defining a bigger resource in the 1st half of this year, to time with the ANZAPLAN studies they are doing. Should provide the perfect platform for a material offtake, which is what will really put a rocket under the share price.
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Good analysis, your point about providing a sustainable supply...
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3.3¢ |
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Open | High | Low | Value | Volume |
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2 | 196866 | 0.031 |
1 | 50000 | 0.030 |
3 | 590000 | 0.029 |
5 | 832130 | 0.028 |
Price($) | Vol. | No. |
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0.034 | 280000 | 1 |
0.037 | 11500 | 1 |
0.038 | 100000 | 1 |
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