RE: Communication..25 Mar 2023 15:56
No, the SP is dire. IF Kurt can deliver PFS, enviro permit on Kallak then market has to at some point sit up and notice. The graphite and Vardar are a bonus. I'm optimistic, and we are now in the best position we have ever been. The macro isn't great. Let's trust the newsflow improves and Kurt can deliver. We should also be able to value grafintec at some point this year and something is planned to happen with Vardar H1 so we can all but see.
Grangex with the dannemora mine in Sweden have just announced offtake and partnership with Anglo, and they are probably 12 months further down the line than us and we have a superior deposit with greater scope. That fills me with confidence too. Watching them closely how they develop over the next 12-24 months. They've just applied for their enviro permit too.