Ann: Notice of Annual General Meeting/Proxy Form, page-93

Maybe it might take some time before stock is depleted in the West and who knows how much stockpiling took place as soon as importers heard the news a couple of months ago. I think everyone was hopeful that the export restrictions on graphite (and in its range of processed forms) would result in higher prices and more attention on the graphite sector. With time, its likely it still will.


This is in interesting article-

https://www.fticonsulting.com/insights/articles/chinas-export-controls-critical-minerals-gallium-germanium-graphite

The followinng suggests that China had been "trickling" graphite exports out during November... and for all we know, they still could be. This article from Nov 22-

https://www.mining.com/web/china-allows-a-trickle-of-critical-minerals-exports-ahead-of-graphite-curb


China certainly looks like they are getting real serious with their exports of critical minerals in raw and now, processed form.

https://www.reuters.com/markets/commodities/china-bans-export-rare-earths-processing-technologies-2023-12-21/


What's your thoughts on why we're not hearing a peep about our Product Qual Facility? Do you think its pending the outcome of the patent opposition hearing or just unwarranted caution to commence construction before other developments eventuate?

Btw, hope you and everyone else had a nice Xmas!