I have been buying as much a I can. Recent deals in the graphite space show it is starting to dawn on the supply chain that they better start locking in secure supply of anode. Chinese anode dominance, regulations and the restriction on anode export permits must have finally hit home…many here saw the writing on the wall though.
There are only four ex-china near term producers of anode at scale.
Syrah, Noveau Mondeau, Novonix, Talga,
Which would you prefer?
For me, Talga and Novonix. I’m happy to be invested with MT and Andrew Liveris.
I have been buying as much a I can. Recent deals in the graphite...
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Last
66.0¢ |
Change
0.090(15.8%) |
Mkt cap ! $250.6M | |||
| Open | High | Low | Value | Volume |
| 58.5¢ | 66.5¢ | 58.5¢ | $1.315M | 2.104M |
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| No. | Vol. | Price($) |
|---|---|---|
| 2 | 4903 | 64.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 66.5¢ | 10000 | 1 |
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