Next research focus for me re TLG is how Raita' grades compare...

Next research focus for me re TLG is how Raita' grades compare with peers.

It is apparent that at Nunas' we have cost advantage over peers in amorphous sector, so it will be good to see where along the flake spectrum we might have grade (and therefore quite likely cost) advantages too.

More drilling to come, but it would be great if we can gradually sew up a few more sectors as the story unfolds.

Once such a position can be established, we then have the possibility of spreading our costing over a broader range of graphites and we have ourselves a good offering to customers.

This might also explain why TLG went straight for the lesser $/t amorphous deposit first. Ie. based on historical data it was a sure thing and the cost advantages (and high volume market demand) here would essentially bankroll other graphite segements in case those deposits should turn out to be marginal.

Let's hope our flakes can hold their own!