A few takeaways, the strategics visits to site (very well known) international names (battery materials supply chain) , and they are not concerned with the price ebbs and cycles, they are wanting security of supply for decades to come. That is the point i have been making.
Other points
- ESS growth catching up to EVs.
- Carbon capture at Renard from existing magnesium oxide, can reduce C&M costs and return an income while waiting for approvals.
- Deferral gives them more bargaining power
- Having the conversation with them about realistic valuations. (not the retail MC)
A few takeaways, the strategics visits to site (very well known)...
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Last
13.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $31.70M | |||
| Open | High | Low | Value | Volume |
| 13.0¢ | 14.0¢ | 13.0¢ | $134.3K | 1.005M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 213038 | 13.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.0¢ | 169541 | 5 |
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| Last trade - 16.10pm 27/06/2025 (20 minute delay) ? |
| WR1 (ASX) Chart |