In this ASX small-cap analysis, we unpack EcoGraf (EGR.ASX) and its vertically integrated battery materials business built around Epanko graphite. The conversation with managing director Andrew Spinks covers the Epanko expansion study, progressing debt financing of ~US$105 million with KfW IPEX Bank, and how the HF-free purification downstream supports global hubs in Europe, North America, and Asia. We also dive into the Tanzania midstream mechanical shaping facility, the ESG and regulatory tailwinds shaping procurement across the US and EU, and the long‑term demand outlook for graphite as a critical raw material. Timestamps for easy navigation are below.

Timestamps:
00:00 Intro and guests
01:42 Epanko expansion study overview
03:00 Financing progress with KfW IPEX Bank
04:11 HF-free purification downstream and cost positioning
05:30 Mechanical shaping facility in Tanzania
07:04 Cost comparison: HF-free vs traditional HF
09:41 ESG and regulatory backdrop (EU/US)
11:28 Government and partner recognitions
12:24 Graphite demand outlook and supply dynamics
14:28 Tanzanian social licence and ESG initiatives
16:20 Recycling and circular battery economy progress
18:05 Tanzanian ESG initiatives recap
20:07 What’s next in the 6–12 months
21:13 Outro and wrap

Stay tuned for more updates on EcoGraf, Epanko, and the global graphite supply story. Hit subscribe and follow smallcaps.com.au to catch the next milestones when they land.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.


📌 Articles:
https://smallcaps.com.au/ecograf-advances-epanko-project-key-resettlement-action-plan-milestone
https://smallcaps.com.au/ecograf-begins-search-epanko-funding-receipt-key-mining-licence
https://smallcaps.com.au/ecograf-farm-in-deal-anglogold-ashanti-golden-eagle-project
https://smallcaps.com.au/ecograf-jump-resource-estimate-epanko-graphite-project
https://smallcaps.com.au/graphite-stocks-look-oversold-diverge-lithium-cousins

🔎 More on this company:
https://smallcaps.com.au/stocks/asx-egr/

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