Nice summary @miniminor25
If I'm not mistaken the NEW bit of information came with approximately 6.50 minutes to go – starting at approx. 8 minutes with the offtake discussions.
DC made it known that RNU intends to sell raw material to 'anode makers' before they are up and running with the downstream PSG operation.
Therefore, this will please some who predicted RNU could have early cash flow while they are in the process of building the high-tech PSG facility.
Potentially big news for SP value at a time when incentive pricing for graphite could be climbing. Especially as DC mentioned on several occasions that the anode makers are at risk of not having enough material to meet demand.
A big month coming up. Exciting times.
AIMO, DYOR GLTA(Patient)H
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