ITM price/MC predictions?, page-6

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Tizard

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08/06/22

11:21

Post #: 61888899
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Originally posted by mileraFC: ↑

Put the words Hydrogen in somewhere Tizard and it will be approved in a heart beat, grants flowing etc etc

From what i understand Graphite (and HPA) is actually used in Hydrogen fuel cells and Electrolysis, so maybe that's our angle to get things cooking!

Look im not against the principle of hydrogen, but i think people need to recognise it is not a solution for everything and it is a 10-20 year proposition with lots of uncertainty and risk. The concept of exporting it to places like Holland i find far fetched - big companies like Shell, who are actually Dutch have plans to build a hydrogen plant in Holland. Scandinavia has some of the best wind resources in the world, remember places like Denmark have some of the highest wind penetration in the world already. Northern Africa, Spain etc has huge solar potential. Do we really think we are going to make it here and ship it half way across the world and be competitive? Isn't this current crisis all about energy security and independence. Asia maybe, but I would have thought Northern Australia and the existing infrastructure at places like Gladstone would be in the box seat. Hydrogen opportunities i think are more in steel, aluminium, shipping, maybe aviation, heavy transport, remote power systems and a substitute for gas in industrial processes. .

We should be taking a balanced approach and focusing on getting our energy right here. The opportunities in battery materials and downstream activities, processing etc are just massive and they are opportunities now for this decade. Lets seize all of the opportunities and let more share in the spoils.

Tizard what you raised about Sugarloaf is interesting and the applications in fertiliser. Russia and China again are the biggest producers globally, does the world need to start looking at alternatives. I would be interested if someone has a good resource explaining all the different uses of graphite and what type of graphite is suited different functions. My focus has historically been for battery anodes, but there is obviously a lot of other potential uses.

Anyway looking forward to seeing some more updates soon.

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Funny you should mention Hydrogen, The SA State Govt announced 2 days ago that is is going to build a $593 million State Owned facility at Whyalla, thats some 120kms away from our tenements as for the different types of Graphite that's something that SF2TH may be able to further enlighten us on once he has had a chat to Mike
Cheers

ITM Price at posting: 37.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 3.2¢		Change -0.001(3.03%)		Mkt cap ! $5.466M

Open	High	Low	Value	Volume
3.2¢	3.2¢	3.2¢	$3.503K	109.4K

Buyers (Bids)

No.	Vol.	Price($)
4	217032	3.2¢

Sellers (Offers)

Price($)	Vol.	No.
3.3¢	87871	2

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No.	Vol.	Price($)
4	217032	0.032
2	342258	0.031
4	552333	0.030
2	1009698	0.029
3	34133	0.027

Price($)	Vol.	No.
0.033	87871	2
0.034	223703	3
0.035	350000	2
0.036	90302	1
0.038	199999	2

Last trade - 15.37pm 25/07/2025 (20 minute delay)

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ITM price/MC predictions?, page-6

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ITM price/MC predictions?, page-6

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