Fwiw, what I would like to see happen is a scenario whereby either EVG mines the Ianapera (higher grade / possibly larger flake) tenement and has NextSource process it at their facility.... OR we do a deal with NextSource involving the sale of Ianapera and so much large flake concentrate.
Ianapera could provide the upstream supply that Maniry would otherwise fulfill but without even having to develop a full-blown mining and processing operation. And, if Maniry should drag on beyond the current timelines or the EV transition take longer than the predictions indicate, then the Panthera JV operation will have its quality supply of feedstock.
Ianapera or Maniry or NextSource graphite > Panthera expandable graphtie > Metachem fire-retardant + other products and/or other clients
EVG Price at posting:
2.2¢ Sentiment: Buy Disclosure: Held
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