Lion I'm pretty convinced he's talking about Balama since he talks about a recently built mine that's meant to help plug the (future) battery supply gap. If not Balama then what other recently built mine for battery graphite?
IMHO I think he's being very disingenuous with those comments. I take faith that companies like Aust Super wouldn't be our biggest shareholder and provided so much financial support without understanding Syrah's quality and goals. However, that type of commentary does peak my interest to understand if there is any truth in those statements.
EV battery graphite quality?, page-4
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