EVG evion group nl
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Thanks, TT, for confirming that. So, it as I originally...

  1. Shellbell
    8,339 Posts.
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    20/02/25
    22:23
    Post #: 77955247
    Thanks, TT, for confirming that. So, it as I originally thought... we have a feedstock supply only agreement. So, the sale of the first 400t is a one-off purchase by Technografit but could easily be the first of many sales to them or via them. They visited in early November, and again now. This is from the Nov 6 ann:-

    https://hotcopper.com.au/data/attachments/6825/6825596-9b8304ae16c21a4ea40f7671496d18f9.jpg

    That leaves the question who supplied the next 500t and who is the buyer for that? And, how much testing is still ongoing?
    Last edited by Shellbell: 20/02/25
    EVG Price at posting: 2.2¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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