Big picture4 Mar 2026 11:30
Let’s take a look at the bigger picture for march alone;
1. Iyan jorc resource - close.
2. Beehive results - arguably could be bigger and better than iyan feeding into another jorc in April is my bet.
3. ‘U.S. Department of Commerce Increases Duties on Chinese Battery-Grade Graphite to 160%+ in Final Determinations’ these are expected this month.
4. Tesla’s offtake agreement with syrah extended deadline is march 16th. Could potentially seek new offtake through our AET & Blencowe.
Potential for other news to drop at any time but likely Q2/3
1. Offtake agreements.
2. Institutions taking stakes - 200,000,000 shares approved at the AGM, unlikely to raise from the market.
3. Testing by DoW/DoE/nasa completion.
4. P1 funding or P1/P2 announced or LOI.
5. Potential low ball offers in an attempt to get it on the cheap before funding announcements.