IMO...It would be interesting to hear a little bit more on how Michael Lew is going. For instance, the latest Qtly states:
United States and Europe: Michael Lew has had meetings with more than twenty groups in the electric vehicle supply chain, including renowned automakers. Many have requested graphite concentrate samples for preliminary tests.
Notably, feedback from a leading, high profile US private battery group – on a graphite concentrate sample – highlights conductivity that was an order of magnitude higher than the baseline it was assessed against. As a result, this group will be taking testing to the next stage and progressing commercial discussions.
I could only imagine mou to offtake here would be very positive.
At this stage we are well and truly firmly positioned with the Chinese, this is where the big market is, so I am very happy with that.
Plenty of news to come...size etc...
On the way back up, page-77
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