Ann: Jeremy Sinclair appointed MD as part of Board changes, page-12

If BAT makes it into production it'll be at the opposite end of the cost curve than AGO was, which as I understand was always their biggest issue. I never followed it closely but a quick google suggests DF & JS achieved some pretty significant returns for shareholders for a number of years. Arguably that was as iron prices were climbing, but arguably that's the price environment graphite is expected to be in too.