I've been meaning to say thank you for such a comprehensive...

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sjwill89

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05/09/22

11:33

Post #: 63519570
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Originally posted by Shellbell: ↑

Hi sjwill, further to Sparj's explanation, it should perhaps be mentioned that, whilst our Metachem JV and Expandable Graphite development is highly complimentary to our Maniry project, it can be considered as fully independent of it. What I mean is that it can exist as a stand-alone business not reliant on Maniry. It has always been BEM's ambition to be a material player in the downstream business where the real cash margins present. And, it is only natural that Maniry will be the reliable foundation to the vertically-integrated supply chain once in production.

What I think might confuse some is the reference to BEM being in production next year. Yes, in production producing expanded graphite product for a niche market that commands way higher pricing than in the raw flake graphite concentrate space. BEM is about to become the first ASX-listed co to produce EG at scale and, thanks to our overseas partnerships, the first to command the sort of prices that other value-added products do.

As Sparj touched on, our Panthera Graphite Technolgies co will add attractiveness indirectly and directly to our Maniry DFS and FID prospects in the nearterm and will add financial benefit obviously moving forward. Not only that, it will (if it hasn't already) open up our exposure via international networks... giving Maniry a further boost. Panthera will be the offtaker of a percentage of our own coarse flake product too, which is a boon. And, not to mention the connections the Pawar family enterprises have in India and abroad being of potential benefit down the track for both our current businesses. It's one big ecosystem for us to hopefully feed Maniry graphite into... India is also one of the fastest developing nations in the world with strong trading relations with Aust and other countries with both technological and manufacturing expertise.

Need I say more?

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I've been meaning to say thank you for such a comprehensive reply and analysis of the company!
Finally managed to get my order filled today and looking forward to seeing what BEM can achieve!

BEM Price at posting: 8.5¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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