@HappyCats Main Issue in Graphite currently is getting Confirmation of all this Chinese New Demand. HappyCats there's something like 600kts + of Dragon Offtakes due for 2017 delivery.
All Industry Commentators IM/BenchMark etc project a 2017/20 FLAKE graphite Total World Demand of 750kt/1 mil kts BUT these "experts" make No Comment at all regarding these 600kts supposedly coming 'on stream into demand'.
Why? because these "experts" are not getting cash for comment out of ASX "Super Pits" [SYR/MNS/TON]. Further they DO get cash for comment out of TSE listed shares who [other than Focus with a dragon 40kts offtake] just are not in the Dragon Class.
Anyway it's coming up time for these 100kts++ Offtakes to Front the Buck$$ or Yuans and confirm their "good faith" and prove that they really and trooly want these 600kts to supplement their own production currently of a similar 600kts or so.
Now originally Happy back in 2011/12 when you first got into graphite the Game Plan was Import Replacement to the ROW FROM China. Traditional End Users in Steel etc combined with new demand for new tech industry ie batteries, etc.
There was more talk of cutting back Dragon Dominance, Import Replacement.
Graphite as a Strategic and Critical Material should be sourced from Diverse Locations. The REE rave again, hey?
Anyhow the 'Plot" Happy Cats seems to be that the Dragon wants to dominate 'Raw" Graphite Production, Value Adding Processing together with new Industry Products from graphite and then Export these to the ROW.
Like they did for Flat Screen TV's or more significantly how they undercut Solar Panels and Wind Turbines etc, took the Manufacture of these offshore from countries giving gov't subsidies like Germany,Europe, USA, Japan even Australia.
Billion$$ of Subsidies that were suppose to bolster manufacturing in Home Land got siphoned into the Dragon maw for the local business to import and merely be distributors. Compared to a Home Manufacturing not much skilled employment in being warehouse store and packers or door2door sales.
Anyway rant on, don't I happy cats ? There is KNL for you to check out, Happy. Doing Import Replacement to Germany. Initally for traditional refactory to Tkrupp [who made record profits last year in the Steel Industry] KNL is doing 40kts 2017 with growth plans in 6 years to 150kts. KNL is our ASX great hope in thrashing the Blair Way Flinders and showing all the TSE Lumberjacks on Investorintel and Alpha Krammers How it's Done. Yeah KNL is to sort out and solve the Riddle Uber ALLES!!
cheers Happy Cats hope you'll dip ya beak back into Graphite again
