Brendan Borg
@BrendanBorgResources Company Director, Consultant Geologist, Investor.
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Sarytogan #Graphite PFS Results: Initial Capex US$62M, Preferred Capex US$252M, IRR 33%, NPV8 US$518M, Maiden Ore Reserve 8.6Mt@30%TGC. #ASX Announcement (markitdigital.com">markitdigital.com), Investor Presentation (markitdigital.com">markitdigital.com), 3D Animation Video (youtube.com) $SGA
An European bank just invested $5M into @Sarytogan $SGA Read all about it below: bit.ly/3YVTj7t Disc: 3,535,003 SGA shares and 1,466,250 SGA Options Held, and the Company’s staff hold 10,000 SGA shares and 2,500 SGA Options.
A nice stamp of approval for our #graphite project $SGA
Looking forward to next week and the magical appearance of overdue assays and news on some small caps #EOFY
Victoria has had yet another 48hrs of almost no wind/solar. We are headed back to pre-industrial times if we remove FF without adequate replacements
The successful demonstration of coating adds a premium priced element to our battery product offering and opens the door to future direct relationships with battery manufacturers and OEMs. Coating has therefore been added to the flowsheet for the PFS due by September this year.
. #ASX $SGA announcement: High Performing CSPG Battery Anodes made from coated Sarytogan #Graphite : cdn-api.markitdigital.com/apiman-gateway…
Nice write up from @NextInvestors nextinvestors.com/articles/sgas-… #ASX $SGA #Graphite
Bullish from SQM afr.com/companies/mini…
$SGA Sarytogan Graphite “goes nuclear” with five nines purity graphite tinyurl.com/ysbzmxsu @Sarytogan #SGA #ASX #ASXNews
A good reminder of the exceptional high grade, at surface nature of this deposit. And the metallurgy works! $SGA
HIgh-Grade #Graphite Assays from Geotech Drill Holes #ASX $SGA cdn-api.markitdigital.com/apiman-gateway…
I was thinking about and researching this topic just yesterday… afr.com/companies/fina…
This is the thing. You can’t on one hand be saying “prices lower/sell spodumene producers” while also saying there is going to be a huge lepidolite contribution to the market. Contradictory.
Interesting @sparkes_dwayne thread. Another increasingly respected voice that backs up what I have been saying about @GoldmanSachs analysis. In any case, lepidolite at more modest vol ultimately puts the cost curve in a place that benefits tier one brine & spod #lithium…
No coffee today as I spat it out reading Goldman Sachs' lithium supply table which popped up in my twitter feed. What i find most intriguing about this table is that it states the majority of lithium supply will come from China itself, in particular internal lepidolite and…
BULL SHIT! Renewables alone will NEVER cut it. Needs to be #nuclear + #renewables to phase out #Fossilfuels
BREAKING NEWS: Firmed renewables continue to be the cheapest form of reliable energy in Australia. @CSIRO and @AEMO_Energy's Draft 2023-24 GenCost Report, released today confirms wind and solar as the best options for Australia’s energy transition.
Another big West African discovery! Region to become a hub led by $LLL/@GanfengOfficial Goulamina #FL1 #FRG $ALL #A11 $KOD - and others to follow!
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