Wouldn’t we all love to know what is really stated in that CECF letter?
We know a tsunami of anode manufacturer’s is coming. They are emerging and it’s real and they need secure supply as they themselves are risk-adverse. Renascor’s two non-binding MOUs is testament to these end game users (not via third parties). No other graphite wannabe in the world can boast that kind of validation, as it concurrently talks to others.
The CECF wouldn’t finance (invest directly or indirectly) if they didn’t do their due diligence throughly. This is a Tier1 project, every other ‘advanced’ Australian project is less than that for reasons I’ve stated many times before. DYOR
CEFC party, page-3
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