ITM 3.61% 8.0¢ itech minerals ltd

Yeah absolutely, patience also a virtue. At a macro level at...

  1. 485 Posts.
    lightbulb Created with Sketch. 135
    Yeah absolutely, patience also a virtue. At a macro level at least, feels like this is a trigger of significance and supports a lot of what we have been saying.

    - Anode production is heavily concentrated in China in an unstable world
    - China supply chain not particularly environmentally friendly
    - US/Europe/South Korea and now Japan i think all looking to rapidly scale battery/EV production
    - US at least with the inflation reduction act, providing big incentives to scale supply chain, with Europe ESG requirements suggesting China supply chain potentially not compatible anyway
    - China talking export constraints
    - most other China ex supply in Africa vs favourable jurisdiction of SA

    Hopefully no stray comments in there, but the macro certainly appears positive, now can the iTech team define the resource.

    Don't think i will get to the AGM but certainly will be interesting to hear what the vibe is if anyone does attend.
 
watchlist Created with Sketch. Add ITM (ASX) to my watchlist
(20min delay)
Last
8.0¢
Change
-0.003(3.61%)
Mkt cap ! $13.65M
Open High Low Value Volume
8.2¢ 8.3¢ 7.9¢ $55.56K 692.4K

Buyers (Bids)

No. Vol. Price($)
3 41418 7.9¢
 

Sellers (Offers)

Price($) Vol. No.
8.0¢ 86100 1
View Market Depth
Last trade - 14.55pm 30/08/2024 (20 minute delay) ?
ITM (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.