Timbo80s you have done well putting the chart together, well done!
Does it take into account VRC only owns 70% of the business?
cheers
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For what its worth I think we should be 9-16c range as likely outcome below (20kt per annum LIB product with price of 3-4k per ton usd). but we need more info from the company on what the upgrades to the plant will bring in terms of capacity for LIB product, and then if the price of graphite continues to appreciate we will drift further to the right of the columns. Again nothing given for Tanzania and Guinea.
Thanks again and appreciate the scrutiny/corrections.
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