RE: CVD Equipment offtake This is fantastic news, it adds real depth to the credibility of Grafoid's process. This will also raise the profile considerably in the US market of both Grafoid and Focus Graphite, a real coup imo. So much is going on behind the scenes with this company, i've never seen a junior with this level of ambition in 20 years of investing.
As for the PEA, it is critical we get it right. We have seen what happens when you get it wrong. I am relaxed with the wait, as extensive research and leverage on my professional expertise strongly indicates that the economic advantages for Focus are great in comparison to our peers, be they junior or well established. All driven by the 16% grade. We must remember that our PEA has input from our partners, such as HQ and is inherently more complex that the NGC BFS for example, as we look to produce products higher up the value chain, with additional processing steps and application of external partner IP.
GLTA. Although i don't actually think luck will have much to do with it in the long term.