Hi Lumia, re Sojitz binding agreement, that was 9 years ago in...

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09/04/25

12:10

Post #: 78617790
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Originally posted by Lumia920: ↑

Difficult to say when News drop but things I expect in the future

KfW ipex funding package

Offtake agremeent with German Offtake Partner (ThyssenKrupp or Volkswagen are the most likely)

Equity Investment from a cornerstone partner (Posco most likely I would say)

EU funding for Mechanical Shaping Facility in Tanzania, EU grants for Epanko, junior lender announcement from an African Bank

Update to the project with VinEs in Vietnam

BAM Location in Europe or the US… difficult to tell which Location first

But I think we are really close to KfW funding update or final package, I don’t think Management will announce if the independent report is ticked off so it might already is and offtake announcements for Epanko. I think the Sojitz offtake is binding already

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Hi Lumia, re Sojitz binding agreement, that was 9 years ago in 2016, surely we wouldn’t still be relying on that as being binding.

Thyssenkrupp agreement for graphite concentrate was 10 years ago in 2015.

EGR Price at posting: 27.5¢ Sentiment: None Disclosure: Held
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