that omf valuation, page-61

Duke - I have done my math 'mate' and my research for that matter, wouldn't have it any other way.

In the case of NGC they are very much a viable operation and their lower grade (i.e higher cost) will be I say again MORE THAN OFFSET by the higher price they will command. Not sure how vein graphite producers comes into the equation when discussing whether NGC is viable, not as if vein graphite will absorb the total graphite demand even if it's 1 billion microns big, btw vein graphite is lump and not quoted in flake sizes as it's no flake....clearly.

I don't won NGC shares btw it's just a frank and honest opinion on what they contain. KNL for mine will have any easier time of it in the next year or so and is why I stick to them for the time being, well on the right road.

also as a final comment i'd be inclined to think that NGC management know best (or at least bettter than hc posters) on best way to utilise the quality of their flake. that's all.