Hi Alias, yeh from reading articles that people post etc seems like large shortage of battery grade graphite likely and to me the real bottleneck will be in the BAM and coating facilities required to turn the battery suitable graphite into active anode material.
Institutional buying is interesting, I guess they will largely get in via capital raises and placements, but you would expect it all needs to start happening soon (speaking generally, not EVG specific) if facilities going to get built in time to meet demand. It’s interesting we have the Canadian resource fund (whoever they are) quietly slip onto our register a while back at just under the 5% threshold.
EVG Price at posting:
6.8¢ Sentiment: None Disclosure: Held
