General Discussion, page-1355

I think @un4givn was referring to the marked shift many years ago - from graphite miner to downstream processor.

I doubt there has been a recent pivot away from Epanko - rather an acceptance that the Tanzanian government will operate at it's own pace (read slowly) and remains a relatively risky jurisdiction. Who knows when or even if the debt funding agreement through KfW IPEX will be finalised.

I agree with your comments on supply lines, Epanko ore and Kwinana processing etc. in the longer term. Consider though that EGR will be one of the first producers of 'green' SPG and I believe this will afford enough wiggle room in the earlier years to accommodate these inefficiencies. Were a local source of flake concentrate to pop up in the next 2-3 years (I can't see how or where yet), I imagine EGR would be all over it.

The intent was always there to source flake graphite feedstock from multiple sources, especially now with second and third BAM facilities planned.