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13/03/24

06:26

Post #: 72857802
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Originally posted by mileraFC: ↑

Thanks JRI, very informative chat as always. My thoughts:

* getting to 40mt with Lacroma central is significant, especially given it sounds like it’s not complicated to extract. As proven resource that would still be globally significant. If you combine with Renascor (and potentially sugarloaf ) could make SA a very significant global mkt participant especially when you consider green credentials with renewable resources

* good to hear progress being made on sugarloaf and he sounded more positive than I expected and potentially closer to an answer than I expected

* didn’t sound too excited by Lacroma north but maybe that’s just about getting the location right like we saw in central

The graphite market and the use of synthetics is an interesting one and would be good to get a better understanding of the drivers. My understanding was synthetic was actually more expensive than natural and obviously significantly higher emissions. Had assumed it was a stability and security of supply issue - obviously have a lot more control of the ramp and battery anode chemistry obv complex.

Would be interesting to hear from someone who is an expert in this field. Maybe what we need is development on scale to provide that certainty of supply and it sounds like SA could certainly provide this, especially if sugarloaf is viable too. Maybe this needs some bigger picture thinking.

Anyway thanks again JRI for all of your efforts and input, and to Mike for participating. Much appreciated.

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I'm actually chatting with Mike about bringing him on for a more general "state of the market" graphite update.

Anyway, thanks for the positive response all. I really do fundamentally believe that graphite and iTech will have their time in the sun again. Though I know full well how frustrating being down 60% or 70% on a project that doesn't deserve it can be.

ITM Price at posting: 7.7¢ Sentiment: Buy Disclosure: Held
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Last 7.4¢		Change 0.001(1.37%)		Mkt cap ! $12.63M

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ITM Megathread, page-981

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Buxton projects new graphite province discovery at WA Narryer play

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

BCI reaches close of funding facility for salt-first part of Mardie project

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

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ITM Megathread, page-981

Top Stories

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Buxton projects new graphite province discovery at WA Narryer play

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

BCI reaches close of funding facility for salt-first part of Mardie project

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News