1. Let's compare EV refineries and why I think $QPM is seriously under valued when compared to some of its peers.
2. $NVX current market cap $981m Au. Current plant(Capex 20m) producing 2k TPA of synthetic graphite for revenue of $20mil. Future plant upgrades to 25k TPA with Capex around $300mil+
3. $TLG market cap $442mil.
Just raised 30mil to build a pilot plant(200 TPA) for natural graphite

Now TLG plans to build a 19k TPA plant($174mil us)selling its Talnode for $11k(EBITDA 147mil us) on one slide but on the other it says $2.5k($45mil.us similar to other nat spheric)
3. $TLG market cap $442mil.Just raised 30mil to build a pilot plant(200 TPA) for natural graphiteNow TLG plans to build a 19k TPA plant($174mil us)selling its Talnode for $11k(EBITDA 147mil us) on one slide but on the other it says $2.5k($45mil.us similar to other nat spheric)
3. $TLG market cap $442mil.Just raised 30mil to build a pilot plant(200 TPA) for natural graphiteNow TLG plans to build a 19k TPA plant($174mil us)selling its Talnode for $11k(EBITDA 147mil us) on one slide but on the other it says $2.5k($45mil.us similar to other nat spheric)
4. $EGR current market cap $141mil planning to build a 20k TPA natural spherical plant for $70mil+ us with an EBITDA of $35mil us.
5. So out of these 3, $NVX is infront generating $20m and aiming to have an upgraded plant by 2022-2025. Next $EGR already has a pilot and and is looking for funding for its production plant. Lastly $TLG just starting to build pilot plant with production plant sometime in 2023/25
6. $QPM current market cap $60mil. Already has a pilot plant and production plant(Capex $554mil AU) and would only take 12months to build with EBITDA $261 mil AU
7. Keep in mind $QPM DNI refinery process in a cleaner alternative to traditional methods and similar in concept to NVX DPMG. The main difference is DNI has been piloted for the past 8/10yrs and is commercially viable and ready today
8. Lastly Nickel > Graphite and when comparing $QPM to these graphite( $NVX, $TLG, $EGR) refiners I believe $QPM is seriously undervalued. If the EV sector is going to continue to boom. Then the tide is going to continue to rise and all ships in the ocean along with it.
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