The JV with POSCO absolutely will 100% come. We have all seen the presentation charts. What are we up to 50 saviours or whatever graphite mines needed to supply the expected graphite required for the RV revolution this decade. That absolutely100% will not happen.
One Siviour is very large so double that for other mines. A lot of graphite is either in China which is getting more and more isolated (not by their choice, maybe actions, the Green act or whatever it is in USA is basically a we have to get our shit together and not let China dominate the biggest global disruption since the Industrial Revolution act) OR Africa which investors obviously don’t want to put their life saving into, see AVZ amongst many other. We know how long it takes from start to finish. How is it remotely possible to get that many up. One of the big lithium companies developed a chart showing the average for a hard rock lithium mine is 10yrs. Graphite would not be far behind.
I do carry on sometimes.
General Discussions, page-19700
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