RE: 10% of Synthetic Market “My best quess is as stated before a 10k tonnes per day operation which will give us the capacity to increase sales over the years as demand increases. This will likely give us anywhere between 146.0k tonnes @ 4% to 255.5 k tonnes @ 7% with a conservative sales target of 150.0k tonnes.”
Would agree with Taylorlee vs. Roth, though as stated Roth is ultra conservative in its view and still $4.00 SP Target.
Roth foresees the Graphite deposit at Albany 13 MT at 5% avg grade;
Production of 26 KT/yr (a 1750 tpd operation);
Capex $170M and $1500/tonne finished graphite.
Again, Roth very conservative imo, though leaves much room for upside potential when tonnage is proven up in the maiden Resource Estimate this fall.
Cheers, Mark