JRI #18: Critical green minerals mined sustainably: Why Itech Minerals is a compelling opportunity.

Junior Resource Investing

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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

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