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Walker, I know what you mean. Investors definitely won't go...

  1. 1,607 Posts.
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    Walker, I know what you mean.
    Investors definitely won't go all-in at this point, it's still too early for that. But do you remember PC's number from exactly the same conference last year in London? 300f‘inM for a CSPG plant right in the heart of Ukraine...
    and now ZG's neighbors, whose deposit is still on hold, want exactly the same thing and want to start construction in 2025?
    At the same time, this announcement is published and says this:

    https://hotcopper.com.au/data/attachments/6242/6242173-7794807557142db840848961a49579ea.jpg

    So would you rather invest 300M or 50M to get battery-grade anode material?

    In the answer for Winkle, I mentioned Bunyu and therefore refer again to the Citizen article...

    https://hotcopper.com.au/data/attachments/6242/6242181-aa83afb11360982d0b00147000bfe0f2.jpg


    So why the statement about „next steps“ in this announcement when Volt has applied for much higher funding in the US? Are we producing pAAM or CSPG in Tuscaloosa?

    If CSPG, how does the announcement relate to ZG and to the statement about Bunyu in the Citizen?
    Especially since PC operates a very cost-driven management...




    I hope you could follow my little thought experiment, LOL



    Cheers
 
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