KNL and ThyssenKrupp, page-193

Good to see KNL jump up today on decent volume backed by a week of solid gains.

Don't interpret recent sp strength as "leaky ship" but a building of momentum/urgency to invest at modest prices. Kfw/Nedbank project finance imminent and a relatively modest $77Million USD capex required. (underwritten by German Government.)  

Muppet show on KNL threads also moved up a gear in last week or so in line with increase in sp. Impressed by the energy and insincerity of the individual muppets.

But have to question motives on such a concerted campaign of transparent nonsense:

Insecure MNS die-hards fearing winner takes all in graphite space?
Apostles of Frank Houlliss/Poullas and their "unique graphite" cult?
"Guns for hire" spraying tripe in the hope of "giving pause" to KNL as suitable investment?

Who knows, who really cares... it has had no affect.

Interesting that recent MNS BFS has a ludicrously increased capex: now a whopping $375 Million AUD.
Well, good luck with that...money to be made trading MNS for sure, but investment??
Seems priced for perfection at the moment.

cheers