Ann: Sugarloaf Graphite Exploration Target, Eyre Peninsula, page-9

  1. 3,927 Posts.
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    As mentioned there are a handful, but don't really see anything I like as much as ITM, RNU does have a big graphite resource, but I believe the growth potential is much bigger at ITM with the small MC, RNU is of course pretty much guaranteed to go into production though.

    With other REE projects in Eyre, from what I have seen a lot of other companies are still in very early stages with only a few drill results and may not be ionic.

    And of course there is the Kaolin, I believe ADN seem to be most advanced in in the area with a binding offtake deal.

    But ITM has the most bang for the buck imo, and I haven't been able to find anything in the area that matches it.
 
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