Hi All, My take on the current situation across graphite players...

Hi All,

My take on the current situation across graphite players at the moment is this:

-Quite a few of the known graphite players are starting or have been awarded major project status.

-Graphite is a target in the upcoming tariff wars.

-US doesn't have graphite and will need to source it elsewhere.

-Across most countries, graphite is listed amongst the highest of importance for the electrification transition, whether this be regarding EVs, defence, nuclear etc

I consider where RNU is right now to be very interesting, alot of their peers are starting to turn gears.

We have cash, we have some tape to go, but I genuinely think we will have our spike soon enough.