One contract away

Given all of Siviour’s advantages, it seems to me to be in poll position to provide new graphite supply post CV-19. Technically everything seems lined up for an imminent ‘offtake agreement’ for the following reasons:

1: Siviour is offering a ‘complete’ in-country operation: Mine, produce concentrates and PSG from one safe and secure jurisdiction - South Australia.

2: Siviour’s economics seems robust and world-class. Best outside of China.

3: The supply chain market and fast emerging anode players must manage its risks. Diversifying away from China is paramount.

4: Interest for potential offtake agreements for the current markets and emerging markets is growing fast.

5: European support and funding arrangements. Backing of South Australian state government.

6: Preparations for a post CV-19 world must occur sooner rather than later – acceleration occurs incrementally. The current holding pattern is not sustainable.

7: Definite Feasibility Study completed last November. Details show that it has a sound business plan with a clear strategy to production.