Hi Tizard, The graphite opportunity is certainly interesting....

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    Hi Tizard, The graphite opportunity is certainly interesting. Have read a few reports on the supply/demand dynamics of graphite. With demand growth there is a suggestion we will see a supply crunch in a few years not too dissimilar to what lithium is experiencing right now. Remember graphite is currently the biggest component of a battery and almost all supply is currently being met by China.

    there are some developments in anode technology that might help meet some of the demand but would think having an advanced project to bring on line into a supply crunch could be pretty valuable!

    personally I think we should be doing some more drilling to expand the resource, as I know there are some good targets. Wouldn’t be surprised if we see this once we get some confidence in the ANZAPLAN process.
 
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