Will be interesting to follow developmental progress of International Graphite - a hopeful downstream processor on EGR's doorstep. How quickly will they progress? Are operations and relationships as advanced as they imply? At the very least, the sector is hotting up and one can't help but feel that EGR has ceded part of it's first mover advantage in the last year (analysis as allowed by disclosed info, who knows where EGR are really at beyond Kwinana).
DFS completed for the Collie foils/micronising plant (2020), SS for the Collie BAM plant (2020) and PFS completed for a UAE downstream processing plant (2018). Seed capital raised earlier this year, intent to list on ASX. I have not looked at this group in any great detail yet.
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