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Stefan has already ordered the equipment from a chinese factory for the pilot plant.

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They are not looking at the AETC companys method. They are looking at the chinese method and using different chemicals that are less polluting. I think they may have chosen this route because of the cost, but only a guess.

Ocelot,

Be good to improve on Chinese AAM method.

Oce. The feasabilty study for the aam says that cheaper to not use hydrofluric acid, if they can get it to work okay.

"In the near future, SLR will also look at an alternative purification technique using a combination of sodium hydroxide and acid mixtures other than hydrofluoric acid. Such sodium hydroxide-based purification is likely to be less expensive and have lower environmental impact and regulatory requirements than the standard hydrofluoric acid based technology. Early qualitative testwork conducted by ProGraphite on Amitsoq graphite suggests that the high purity requirement of 99.95% can be met using sodium hydroxide leaching (see the RNS of 20 January 2023). ProGraphite is currently undertaking a series of tests to constrain the use of chemicals for this purification technique, the results of which will be incorporated in an update to the Feasibility Study."

https://www.lse.co.uk/rns/GROC/amitsoq-results-of-anode-plant-feasibility-study-vi6ngafjntchgir.html

Timeisourfriend. Thanks for that. Memory not great:). Have a very good day.

GreenRoc signed a memorandum of understanding with Morrow Batteries during Dec2024

https://www.lse.co.uk/rns/GROC/signs-mou-with-morrow-batteries-asa-xn6dh3qav2cuw57.html

https://www.morrowbatteries.com/products

From the june 2025 presentation you can see that greenroc holds licenses for a large region with several graphite deposits, and they are only looking at one at the present time. Page 5.

https://greenrocplc.com/activity-updates/companypresentationbriefjune2025

https://1drv.ms/w/c/2c6d375c6e3c41bf/IQC2MfWnBaXPQ6Djs9HkOtSIAUJsDU2GHRZa9RKVaTGxj98?e=NNxexT

If GreenRoc is sucessful it will not matter what Alba does, but lets hope Alba are sucessful as well.

From LinkedIn matilde-rink-jorgesnen

"I’m very pleased to share that I’ve returned to GreenRoc Strategic Materials at a really exciting time.

I’ll be stepping into the role of Technical Lead for the development of our anode material processing project, and I couldn’t be more excited to contribute to this next step.

Looking forward to working with the team to help advance a project with real strategic importance for the European battery supply chain."

https://www.linkedin.com/feed/update/urn:li:activity:7402387626370146305/?origin=NETWORK_CONVERSATIONS

£5000 pounds worth of shares traded on Alba so far today.

Ocelot do think the valuation for Alba is correct.

Thanks for your post Ocelot. The way its is going the gold mine will be worth nothing.

Good to see that you have updated it with the latest figure for Groc.

Don't know how to post a smiley face.

I pasted in the question posted by Mr Jones on chatgpt. This is part of the reply.

"Alba remains the single largest shareholder in GreenRoc (or among the largest), which gives it material influence and significant exposure to any upside in GreenRoc’s projects.

But it is not a controlling majority — 25.8% means less than one-third, so decisions will still depend on other shareholders and total share-structure.

If you like — I can check the latest share register for GreenRoc (as of this month) and see if Alba’s stake has changed since the 22 Oct 2025 RNS."

Ocelot, do you not agree with my post below.

Ocelot, maybe the 65% is from this earlier post...

From elir71

"No, ALBA is not valued at less than the market value of their holding in GROC

GROC holding is worth £1,670,000 or so

ALBA macp is £2,580,000 or so

GROC makes up about 65% of its market value"

AI comments...

That dramatically boosts its value — because the biggest risk (permit / licence) has been removed.

The pathway to production, processing, and battery-materials supply becomes much more concrete.

It likely improves access to capital, lowers financing costs, and makes strategic partnerships more viable — which all support a re-rating and valuation uplift.

Very good news. Thanks for posting the link. FTV. Ichecked LinkedIn last night. To early. Good luck all.

If the assays are not good enough the road will not be built.

Asked AI , and reply says 4-6 months unlikly. Approval for road more likly to take 6 to 12 months.

Assays will come first. Are they giving a message that a road is required?

Scott, thanks for posting. The website gives the full portfolio holdings. Intersting to see other holdings there.

GGP 1.86%

EDV 1.95%

HOC 0.5%

SOLG 0.14%

AMRQ 0.14%

https://www.franklintempleton.co.uk/our-funds/price-and-performance/products/14447/Z/franklin-gold-and-precious-metals-fund/LU0496367417