Who is "everyone"... if by that you mean the EV revolution OR graphite prices OR the Tanz Govt... I agree! Each of those three factors are only just NOW becoming supportive of a businnes like EGR's.
As for your comparison to SYR: "Building it bigger doesn’t make it more economical, you just have to look at SYR". In way you are right... however, it merely confirms my point that the macro scene in 8 yrs ago was snot upportive of SYR's business model of "go big or go bust" approach. Times are different now and the mistake that SYR was producing at a volume that was way exceeded the demand at that time not as demand will be in a year, two or three.
Also, using SYR as a comparison is silly. Why? Because SYR does actually have a high grade resource but its flake size distribution has not done it any favours to date nor has their lack of DD at the feasibllity stages. Grade is not king when it comes to a mineral like graphite. Its the inherent structure of the particular graphite in question which matters... factors such tap density, crystalinity and the extent of impurities contained within the graphite itself (geology) determine a resource's quality, applicability and value. So, please quit the one-line quibs at EGR and its resource. My understanding is that you are invested in a company that hasn't even done the necessary testing and validation of its suitability for EV batteries. The fact is that SYR is heading into downstream processing with a resource that only just meets benchmark purity of 99.95%. You might want to check out EGR's.
Economy of scale does apply regardless of what you say, Stirrer. I do agree, though, that larger is not necessarily better... unless the demand is there from the market (aka an offtake partner). If the Framework Agreement on our part has been concluded and supported by KfW IPEX-Bank, then we are a long way along that path towards approval.
