regarding a Nicanda Hill JV when it comes. The value add to TON is immense. it will be the free ride that many wish they were a part of.
Graphite + Vanadium. If you were trying to clean your own back yard up, china, not a bad teir 1 asset to provide certainty of supply in the future.
Ancuabe = it really comes down to the basket price for large flake graphite - looks ok to me.
And offtake. Purity etc. Clearly customers are happy enough.
Signature coming, page-218
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