Sorry but under the pump with my own project so don't have much time. Typical AGM about 15 investors there. All cordial and resolutions passed easily. Nothing much outside of what's already known and Christoph preso very good. His big takeaway was the non HF acid processing and repeatability across different graphite sources. Others who are claiming non HF processing are using thermal processes which blows opex out of the water.
Huge push in Germany to become a battery hub but dominated by Asia at the moment. VW alone will need 150,000t/a of spherical by 2025.
Bob Pett said that Tanz mining have had the hard word from above and are now pushing to get projects up and running. Kfw funding makes Tanz sit up and take notice.
Cheers
KNL Price at posting:
13.5¢ Sentiment: Buy Disclosure: Held
