Well we all saw this coming. If you didn't you have blinkers on.
The potential here is substantial. This tech isn't new but what FYI/EGR can provide is a one stop shop as such from ESG certified producers, fully traceable and from a politically stable country. Western manufacturers will be very interested in this.
It will also give us a big hint where future demand may come from as we see EGR sign off takes for their spherical graphite.
About time Roly broke the shackles and started giving shareholders some info even though it has been forced due to the JV Negotiations. This is exactly why we have another extension. It's a no brainer Alcoa want a piece of this pie.
Ann: HPA Enhanced Anode Coatings for Lithium-ion Battery Market, page-6
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