I am relatively new to investing in the graphite space (with a holding in TLG) and are now looking for another less developed project with potentially more upside if the general supply/demand picture for graphite plays out (as I feel it probably well). But having read through this thread I have a question that I hope someone can help me with ...
The SGA resource is obviously large and appears according to the company to be "high grade" which I assumed, perhaps wrongly, referred to the high TGC values. But I note that a couple of (not very popular) posters are saying the quality is not likely to be good enough for BAM. I do not understand what, if any, characteristic(s) of the graphite in the ground they could be referring to. In my relative ignorance I thought that the processes still requiring 'proof' for the SGA graphite of purification and spheroidization came down to the quality of the lab and eventual plant. Can anyone straighten me out on this?
My thanks in anticipation.
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