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spid81

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24/02/22

16:47

Post #: 59798735
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Originally posted by Harris541 ↑

Pretty easy to join those dots when reading through the announcements and dates. Plus how you have played it out on the chart.

The clearest point being the below. Looks like all sold through Argonaut. Still a bit of selling a bit over the past few months but nowhere near that same selling pressure. I wonder if we will see less of your friends once Argonaut stops selling.

I do find the joining up of MRC business plan very interesting. Correct me where I go wrong Spid:

1 - potential JV with Superior Graphite to help fast track into the downstream business. Big thing here would be for about 20m euro they would get a purification facility. Target of 15 to 20ktpa graphite anode material per year
2 - Skaland looking to ramp up graphite production. If they get to 30ktpa that would work out very nicely and not so coincidentally at a yield of 60%, that would get the anode production target in point 1
3 - Skaland doing a PFS for shaping equipment in their existing facility

So would that mean the raw graphite is shaped at Skaland, shipped not too far away to the Superior facility where the purification takes place, and then sold into the EU market somewhere. Would seem quite attactive to potential EU customers where they have full visibility of the supply chain and all within the EU.

Now that 16t graphite that was shipped to Urbix. Quite a large amount and I think you speculated maybe to potential customers for qualification? What would be the process there - Urbix would do some purification on MRC behalf and then onto customers? Or just the raw material?

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Hi Harris

I am fairly certain Superior Graphite mou ended.

I presume this might have been due to the SP getting pushed down after the announcement.

Have you read the MOU with FREYR?

MRC Price at posting: 11.5¢ Sentiment: Hold Disclosure: Held
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MRC chart, page-4

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