@BGI They stressed on the teleconference repeatedly funding for the 45kt expansion will be non-dilutive. One of the brokers asked a question on it. Shaun carefully said, the only options for the 11.25kt plant were govt and equity funding (CR). However attitudes in the market place have changed and downstream supply chain participants recognise the graphite supply chain has been underfunded.
Ford loaned LTR $300m, 1 of many examples in the lithium space. Reading between the lines, downstream supply chain participants finally might be looking at doing the same for graphite
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