Hi Trousergecko EGR is underpinned by fines…The Geology really lets them down imo…(All the vision statements vertical integration equals huge cash injection shortfall…Being underpinned by fines clearly has its consequences which are being taken seriously by existing projects going into care and maintenance…What’s more important is the interplay between these projects no longer being viable reduces byproduct being produced…
Lindi is a major beneficiary of this development with even less product being produced…We could talk about SRY and its zero impact on Lindi other than the general damage caused by their production levels…Different Geology and project dynamics poles apart…
Is the Graphite market splitting in two…? Byproducts decreasing
With so much now going on with plant availability reaching 84% even with 50% of the filtration system down we await 100% validation news…Mike has already commented the plant makes a nice profit even before 100% plant utilisation is achieved…
Regards Croc ( World Class Project…) 3500 bag’s estimated at the Ports or on ships already…Its a nice payload
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