EVION GROUP GENERAL DISCUSSION, page-3

Good visibility for Madagascar graphite.
From the neighbours mail out.


“Dear NS Enthusiast, NSM was mentioned in an article on the front page of the business section of Wednesday's edition of The Wall Street Journal.
The article, Shift to Mined vs. Man-Made Graphite Raises Shortage Risk for EVs, highlights the growing awareness of graphite's crucial role in EV batteries and the looming supply shortage of natural graphite. Natural graphite is both cheaper and greener than synthetic to produce, leading auto makers to turn to mines for this critical battery mineral. Excerpt from article"Graphite, a key battery component, has largely been overlooked.

That is about to change. Some of the world’s biggest auto and battery makers and the U.S. government are racing to secure graphite supplies amid looming signs of shortages of the mineral suitable for batteries. So far graphite prices haven’t reflected the tight supply. By 2030, natural graphite is projected to have among the largest supply shortfalls of battery materials, with demand outstripping expected supplies by about 1.2 million metric tons"


Our SP a fraction of theirs, our planned production profile bigger. Only a matter of time now…Now is premium “buy time” IMO.