SYR syrah resources limited

POSCO are building a AAM plant. The progress of the build and...

  1. 5,356 Posts.
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    POSCO are building a AAM plant. The progress of the build and more importantly how fast they can calibrate it will determine when POSCO require the graphite (go re-read the volume bit in the announcement). POSCO have to start buying on or before 31 December 2025. It's standard stuff put in a off-take agreement.

    I've been saying for 6 months this might occur. It tells me where POSCO are at with their build which I was unsure about. Also tells me where BKT are at.

    This has absolutely nothing to do with the DOE loan. Your timing is way out




 
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