ITM 3.70% 5.6¢ itech minerals ltd

Correct. SGA has 60mT contained of almost anode graphite. In...

  1. 3,914 Posts.
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    Correct.

    SGA has 60mT contained of almost anode graphite.
    In Kazakhstan
    6m in cash.
    Fully diluted MC of ~100M

    ITM has 15-32mT contained (exploration target) at sugarloaf (maybe similar spec as SGA)
    + An unknown amount at Lacroma (looks similar size to sugarloaf - similar spec to campoona)
    + 1mT confirmed anode material
    In south australia
    8.5m in cash
    33m MC

    So we have;
    potentially the same amount of contained graphite (but would need drilling at lacroma and sugarloaf to underpin inferred/indicated resources).
    Located in a better jurisdiction
    With some of that graphite proven amenable to not only anode spec but spherical
    With more cash
    For one third of the MC.

    I know what I think is better RvR.

    Nothing against SGA either i know a few invested there - graphite plays in general should do well. Just think ITM is better RvR reward play. And as pointed out - the more others MC grows in this space the larger the opportunity here.

    To your previous question haven't received my excess funds from the SPP yet either.

    SF2TH
 
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