SCCG is the most important and critical factor mid-term While recycle and upcycle is very important in the long run, successful engineering of high efficient and low cost SCCG production is the most important and critical factor in mid-term for Saint Jean's future.
From other graphite mine's presentation, I saw current price of SCCG (spherical carbon coated graphite) is about us$5,000/T, SJL's expected price is less than us$2,000/T and still quite profitable. If SJL can really do this, it has a great chance to get long term, large scale agreement from EV battery producer. It may even get dominant position in SCCG golbal market. At the same time, most of other SCCG producer have only three way to go: 1) co-operate with SJL and pay (both win); 2) find their own new tech to keep competitive (not easy and time consuming!) ; 3) go out of SCCG business!
Once SJL succeeds in SCCG new mill and gets major agreement, its market evaluation should be more than $500m! We should have a 50 bags!
According to NR 01/12/2017, "The company is constructing the first stand-alone patent-pending mill, as previously announced in a press release dated May 19, 2016. The mill will grind, size, shape and coat graphite for the lithium-ion battery industry for use in electric cars and bulk energy storage. "
Please remember to raise questions about the progress of SCCG mill constructing and testing on Monday's Webinar! This is very critical!!!
JMHO