Australia's largest stock trading and investment forum Australia's #1 stock forum

BAT

Click for more information

5.56%

1.9¢ battery minerals limited

Beside Bat Urbix has recently secured more graphite supply chain.

First 6 Last

Share
Profile

Follow
Namvo

2,515 Posts.

243

02/02/19

13:15

Post #: 37308941
Share

Originally posted by wombat777 ↑

Originally posted by Meteor
A very good summary of the "knowns".

Under "Next Steps" the first item is:

"Complete Montepuez project finance" - the unknown unknown!
Implies a debt-only solution???

"Lender" engagement underway ...

Balama project has been pushed back one year ...

2022 could be an appropriate point to insert Spherical Graphite toll-treatment revenue ( divert concentrates to production of toll-treated spherical graphite ).

Also gives time for supply shortages to play out ( as we know, a large number of Graphite projects in Africa are taking much longer than they planned to achieve Offtakes and finance). Look at KNL for example, they have been one of the most mature projects from a development perspective but easily 2 years+ behind their original intended schedule ). Similar situation with other graphite projects.

Expand

Beside Bat Urbix has recently secured more graphite supply chain.

BAT Price at posting: 2.3¢ Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

AXP

Tambourah chases gold veins and mineralisation extension with drilling

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

There are more pages in this discussion • 2 more messages in this thread...

First 6 Last

Add BAT (ASX) to my watchlist

SPONSORED BY