The company gets some exposure in an article today, along with...

The company gets some exposure in an article today, along with Renascor and Quantum Graphite (hat-tip to Topo on the RNU threads).

FWIW I reckon International Graphite has a better read on the market than Renascor's David Christensen who argues that it is the upstream mines is where the shortage is and that actually there is plenty of mid-stream processors in China already. I think the point that Andrew Worland makes - and a point separately made by the analyst, Matt Fernley - is that there is a massive shortage of mid-stream facilities that are not in China. The Chinese are cheap because they cut corners and ignore the environment but car and battery manufacturers will want to avoid Chinese processed graphite just as they want to avoid DRC colbalt and Indonesian nickel. So I prefer International Graphite's strategy of starting in the mid-stream and working back up to mining whereas Renascor is intending to start with a mine then over time work downstream.

https://www.australianresourcesandinvestment.com.au/2023/05/03/graphite-is-the-next-lithium/

https://www.australianresourcesand investment.com.au/2023/05/03/graphite-is-the-next-lithium/ (remove the space between "and" and "investment")