Good analysis, your point about providing a sustainable supply...

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    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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