#IG6 welcomed Abigail Hunter, Executive Director of @Securing_Energy for Critical Minerals Strategy, to our Collie operations last week.
Accompanied by Natalie Meyer, General Manager, Western Australia & Northern Territory at @AmChamAU, Abigail toured our R&D facility and commercial facility under construction.
How much of each ASX graphite company’s market value is backed by net cash?
The chart compares net cash from the September 2026 quarterly reports with each company’s market capitalisation.
A handful of companies are valued close to or below their net cash, implying the market is putting little value on their projects. For most, the valuation sits well above their cash position.
Net cash as at 30 September 2026, per company quarterly reports. Market capitalisation as at the 30 October 2026 close. Excludes capital raised after quarter end. All figures in US$. Includes ASX-listed companies with a graphite project, not always their main focus. Not investment advice.
Our Collie commercial facilities are coming to life.
CEO Andrew Worland shares the latest construction progress from our Collie site, as we advance our operations and secure feedstock supply through our binding agreement with Wogen Pacific.
At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.60 per cent.
Read the full statement here: https://t.co/wXEMA1bRdH
Watch BHP CEO, Brandon Craig discuss the market outlook for copper and why BHP is investing in attractive growth projects to help meet future demand. Full interview here: https://t.co/dpAqibuEOt
#Copper#BHP#Mining
Europe needs more than graphite. It needs graphite processing.
Europe’s lack of domestic midstream capacity remains a critical gap in the battery supply chain.
The findings align with IG6’s downstream strategy:
• Alkeemia JV targeting first production in H2 2027, with initial capacity of ~10,000t/y
• Expanding downstream graphite processing capability in Australia and Europe
Read the paper: https://t.co/CcN6UIWKBo
#Graphite #CriticalMinerals #EU
BHP estimates that #copper demand associated with investment in data centres could grow around sixfold between 2024 and 2050, up to around 3 million tonnes per year
@bhp CEO Brandon Craig joined @CNBCMorningCall and spoke with @MorganLBrennan about strong copper demand outpacing supply as AI and global growth drive consumption, while steel remains resilient and potash offers long term growth.
$BHP $COPX $FCX
https://t.co/nDoOPAlHzP