IN THE MEDIA: JUNIOR RESOURCE INVESTING PODCAST

Our latest guest, Michael Schwarz, is the Managing Director of Itech Minerals. Itech (ASX: ITM) has a number of different projects but is currently focused expanding the resource at the advanced Campoona Graphite Project in mining friendly South Australia and is well-positioned to take part in the rapidly growing renewable energy and battery materials market.

Time Stamps

01:30 – Elevator Pitch for Itech
02:40 – Macro Introduction to critical mineral graphite
04:20 – Description and Advantages of natural flake graphite
07:00 – spherical vs. synthetic graphite
08:30 – South Australia green energy
10:15 – Global Graphite Production
12:40 – Electric Vehicle Demand
14:00 – Demand Realities for Graphite CAGR
15:40 – Capex Intensity of Graphite
16:40 – Size of Itech’s project mine
17:30 – Geopolitics of Graphite and Australian Trade with China
18:50 – Green Graphite Focus
20:00 – No Spot Price for Graphite
21:50 – Price for Itech’s Graphite
23:20 – Price growth for graphite
24:30 – Length of time till production
25:50 – Introduction to Itech Minerals
28:15 – Itech’s Resource Portfolio
29:45 – Itech’s Project Philosophy
32:20 – Itech’s team
34:20 – Cash-on-hand and burn rate
35:00 – Drill Campaign and Sugar Loaf, Campoona, and Lacroma
37:45 – Cost Per Meter
39:00 – South Australia mining support
41:00 – Any ESG concerns
45:30 – Share count
47:00 Introduction to projects
48:20 importance of quality met work
49:15 – Mine Life Requirements
51:15 – Drilling target goal
51:45 – Cracking Sugar Loaf’s metallurgical code
52:45 – What is Sugar Loaf’s complexity?
58:00 – Location and Depth of drilling
61:30 – ANZAPLAN legitimacy
65:45 – What is Itech’s biggest unanswered question?
70:00 – 2023 Catalysts for Itech