SVM sovereign metals limited

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  1. 329 Posts.
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    Everything is lining up!

    While this article does not explicitly mention SVM, the information here is still very relevant.

    My two key takeaways:
    • Based on the production prices in the article, SVM can compete with China, as our PFS indicates a production cost of US$241/t (FOB).
    • Graphite prices are on the rise by 60%, with a deficit forecast in 2034. Yes, this is a long-term benefit in terms of profitability. But, companies like RIO look at the long-term benefits in conjunction with the short-term benefits. Their goal, in my opinion, is to get in early at the lowest price possible with a heavily de-risked project. This will still be at a premium to shareholders from the current SP, in my opinion, and we are waiting for the offer, it seems!
    GLTAH & DYOR!!!

    https://hotcopper.com.au/data/attachments/6871/6871391-f73e4bb821c5d95f349a7129aac18d39.jpg
    https://hotcopper.com.au/data/attachments/6871/6871392-d5c4d4d3ab77ab54cf3ef6c190347c13.jpg
    https://hotcopper.com.au/data/attachments/6871/6871395-5940cac13643c6a5f15dd1541c9a4b20.jpg
    https://hotcopper.com.au/data/attachments/6871/6871396-ccc561b538512f11190fa40e8c6c3c4f.jpg
 
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(20min delay)
Last
75.5¢
Change
-0.005(0.66%)
Mkt cap ! $488.4M
Open High Low Value Volume
77.0¢ 78.0¢ 74.0¢ $1.186M 1.557M

Buyers (Bids)

No. Vol. Price($)
2 21809 74.0¢
 

Sellers (Offers)

Price($) Vol. No.
76.5¢ 13698 1
View Market Depth
Last trade - 16.10pm 23/07/2025 (20 minute delay) ?
SVM (ASX) Chart
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