Another corporate presentation. Yet some interesting changes or bits of info worth taking note of.
1. Flake graphite pricing improving from March 24 (U$624/t) to June 24 (U$738 / t). A positive for graphite sector
2. Downstream Anode Plant / Graphite refinery increase to 20ktpa from 10.5ktpa in Mar announcement. What is driving the increase in the proposed production number? US government? Customers?
3. Two key milestones from ZG including becoming a supplier to lithium-ion battery cell makers in EU and USA - what is happening here? new customers in the pipeline or just ambition?
4. Jadar North Lithium project exploration applications are back on since Serbia's approval of RIO Tinto Jadar mine
5. Gold Guinea projects - not planning to spend money - looking for a farm-in / JV or a spin off of these assets?
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Another corporate presentation. Yet some interesting changes or...
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