Ann: Investor Presentation, page-246

Hi Spid81, did you manage to locate a project worthy of development or still searching? Cant be long now, surely... Can you expand on BMI expandable Graphite pricing, or does this confuse you...! Not all Graphite is the same with different Chemistry, and different characteristics. Lindi product expands 3 x that of Chinese flake Graphite

Mike Elliott confirmed the basket price is at a premium to the DFS from November...Prices have risen but not gone backwards...$$$ Drawdown most likely this week if engineers are an indication now moving to location...Lindi is the first project to be debt-funded outside of China...


Quote: Large Flake graphite is still well below WKT's DFS forecast and is likely to be in oversupply once WKT adds its production. Can you provide those details or are you confused...? Had a nice little giggle at your strip ratio comparison the other day...



For new readers/investors now moving in this the market that Lindi product will target...The project has a 50% redundancy at the back end of the plant, an overall 23% spare capacity at the front end, while the primary crusher can achieve tonnage in a couple of hours per day...the plant can effectively handle 60,000 Tpa from front to back...The project was robust enough to obtain debt funding from only 30,000 Tpa...Imo the project will be dialled in with only 30,000 Tpa locked in on off take...The company can easily afford the 8% repayments and provide into the prevailing markets that are heading up...$$$

These are the target market of Lindi products, while we can throw Graphene in there and fertiliser technology...



Regards Croc (Transformational year...) Great time to be building a mine...$$$