Hi Romacker. Good points however one needs to look beyond EU which has made solid progress. Look at China and their ambitious plans along with mega nu tech battery plants being built. U.S. will get more involved with policies to grow the green foot print there when DT is gonski.
Entering the graphite market is not easy. As SVM are targeting traditional refractory customers and will endeavor to get into the battery market at some point I just see them as well positioned to achieve such because of the quality of graphite - very low capex/opex that other hopefuls will not be able to compete with and develop their graphite assets.
Rutile as you stated upside - gold?
Anyway we will know more in the next 12 months if SVM are going anywhere.
SVM Price at posting:
9.1¢ Sentiment: Hold Disclosure: Held
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