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Ann: Development progress - Lindi Jumbo project, page-1669

  1. SpareCash7
    2,544 Posts.
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    15/08/23
    08:23
    Post #: 69337616
    Yet another potential graphite producer supporting Lindi’s average basket price expectations US$1515/t. Notice the two binding offtakes secured by VRC. One for fines and the other for a variety of use’s including expandables. Contrary to Spid’s claims on graphite demand, here we have a graphite company not even close to producing, but with 2 offtakes in place. Not WKT though according to Spid. Four months until production and WKT offtakes are no longer in place is Spid’s visual interpretation. HaHa.



    https://hotcopper.com.au/data/attachments/5507/5507906-a4f874e956d2757e3a9ccdf42940138d.jpg
    WKT Price at posting: 11.5¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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