Ann: Development Progress - Lindi Jumbo Mine, page-1886

Hi Sparecash

Didn't China only export 70k tonnes of graphite in 2023? It hardly seems like a massive void to fill even if China is unable to issue any export licenses with the worlds largest producer still running at a fraction of its capacity and we have seen 2 other graphite mines come into production in the last few months.

Keep an eye out on the other graphite company's QTR reports to see if they have seen any increase in pricing, it would be a much safer option than believing some guy who claimed Benchmark Minerals Intelligence added in downstream processing for one company out of the 50 it independently verified to give it the highest forecast margin in its 2020 comparison table.

I think you should focus on the construction schedule and when WKT is going to get into production, this is more important than what the graphite price will do in the next 3 months, more delays equals more interest and delays the very important revenues that are required to pay back Gemcorp.
If the plant fails to live up to its expectations, get ready for shareholders to provide another life line.