RE:New presentation on ENZR websiteIf the timeline is realistic, I agree tht everything is finally starting to unfold. We're at that point now where once the dam cracks, the water will rush through. So i hope we're about there. Permit and partner seem like they will be happening very close to each other, so we just keep our fingers crossed.
In regard to the potential parnters, I would throw anything from China right out the door unless it's BYD. As for BYD, my sense is that they will take whatever graphite they can get for dirt cheap in the homeland until they can't get the grades they need anymore for dirt cheap. And after that, they'll brow beat any potential supplier into prices that can't keep them in business. So I don't think we're going to get anything out of China unless BYD comes to their senses. The other graphite hopefuls announcing MOU's out of China have done nothing but let investors down. So I think our management has done well for us if they've decided against potential Chinese partners. In numerous conversations with management, they have told me that they are going after a bonafide deal and not some useless MOU.
As for all of the names on that list, I'm glad that management has been pursuing all of these options. I'm convinced that we have great resources. For years, it has only been a matter of time. So if we can link the timeline from slide 11 and the potential off take companies from slide 27, then I think we're finally close.
And as somebody else pointed out, the financings are becoming smaller and smaller. I, too, think this means we're getting very close. If we get that mining permit and a good partnership, I think the other hopefuls are toast.