EGR

7.61%

9.9¢ ecograf limited

Hi @Bailey241 yes that's explicitly what I understand = the...

First 99 Last

Share
Profile

Follow
Heeman

5,240 Posts.

625

07/07/16

19:03

Post #: 18219361
Share

Originally posted by Bailey241 ↑

I have learned a lot from TJ's posts, she is an amazing wealth of knowledge and research. Always so much more to learn however I hope she continues to post often.

Looking forward to the bulk sample results from KNL and how well the flow sheet correlates to lab work. Also any battery test results from Sojitz, although is there an expectation that the Sojitz offtake is not reliant on end user qualification before signing off? I seem to recall @Heeman mentioning something of the sort.

I had an email back from one of the juniors I won't name, and was somewhat uninspiringly dissuaded from the importance of recovery rates. Sure, if cost of production and capex outlay don't matter.. They won't be able to hide in the feasibility studies though.

Not so sure about the boutique/superpit argument. It depends if, as SeekingAlpha propose, all graphite is equal. Then perhaps "uncoated spherical" becomes commoditised in the next decade with its own spot market? Or perhaps supply chains are just locked up with agreed prices for the duration of the agreement rather than negotiated quarterly? I personally don't think there's enough available data in regards to test work for batteries from all companies to state categorically that any graphite will do at the commercial scale. All companies are guilty of cherry picking data from the lab, it's the agreements that will do the real talking!

Expand

Hi @Bailey241 yes that's explicitly what I understand = the Sojitz MOU converting to binding is NOT dependent on results from the bulk testing.

As a reminder to all of us here is a reminder of the Feb bulk testing announcement with highlights for emphasis ;-)

Folks like impatientman can sell on these boring waiting periods and the likes of robbo thongo unicrumba and I will be grinning - it's all good, nothing wrong in the graphite here hehe.

KNL Price at posting: 25.0¢ Sentiment: Buy Disclosure: Held
13 Upvote

0 Great analysis

Reply

Top Stories

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

AZY

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

MKG

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

MM8

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

ENV

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

VUL

Vulcan appoints investment bank and M&A veteran to board

NAM

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

MLS

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

ASN

Utah authorities sign off on Anson's lithium extraction plans at Green River

There are more pages in this discussion • 24 more messages in this thread...

First 99 Last

Add EGR (ASX) to my watchlist

(20min delay)
Last 9.9¢		Change 0.007(7.61%)		Mkt cap ! $44.94M

Open	High	Low	Value	Volume
9.5¢	9.9¢	9.5¢	$45.26K	459.4K

Buyers (Bids)

No.	Vol.	Price($)
1	1025	9.9¢

Sellers (Offers)

Price($)	Vol.	No.
10.0¢	8111	2

View Market Depth

No.	Vol.	Price($)
1	1025	0.099
1	100000	0.096
1	40000	0.095
1	8000	0.094
1	10000	0.093

Price($)	Vol.	No.
0.100	8111	2
0.105	8200	2
0.110	80047	2
0.120	10000	1
0.125	2864	1

Last trade - 11.20am 13/09/2024 (20 minute delay)

EGR (ASX) Chart

Hi @Bailey241 yes that's explicitly what I understand = the...

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Vulcan appoints investment bank and M&A veteran to board

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Utah authorities sign off on Anson's lithium extraction plans at Green River

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Hi @Bailey241 yes that's explicitly what I understand = the...

Top Stories

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Vulcan appoints investment bank and M&A veteran to board

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Utah authorities sign off on Anson's lithium extraction plans at Green River

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News