Good pickup & someone needs to clarify the difference between the IG AGM announcement (40%) and the CRL ASX announcement (25%).
So IG look to be well advanced with their plant DFS completed, pilot plant underway and production around a year after build, similar to EGR. Having a WA feedstock source nearby and their new thermal tech makes favourable the comparisons with RNU & ahead of EGR who are shipping their graphite from Tanzania. After my initial facepalm as my CRL focus was on Springdale, think this could be a great pivot.
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Good pickup & someone needs to clarify the difference between...
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