Ann: Updated Investor Presentation Feb 2016, page-14

So doing some back of envelope math with at least 11,000,000 tons at average 11% graphite is approx 1,200,000 tons of 95% concentrate @ say mid price point of $1500/t give us $1,800,000,000 with ten years to mine it giving approx $180,000,000 a year.
(Happy to be corrected if Im off the mark.)

Even if they have to cut a deal for $1000/t just to get going it's still massive.

And that's just the first mine!

If they can secure a deal to get this out of the ground then rest will be a walk in the park with money to define and mine the $$$$$$$$$$$ more yet to be quantified.