Appreciate ur considered thoughts on knl,
u r in danger of becoming the 'switzerland' of graphite alongside TJ.
Hard to see any companies outside the three u mentioned making it into production.
Even harder to spruik market dominance for any particular company based on 'uniqueness' given seekingalpha comments recently.Simply not in the interests of the 'market movers' in battery space to cultivate a 'monopoly' graphite supplier.
Moderate off-takes across those mentioned seems realistic.
Which begs the question: start off modestly and expand or require finance on epic scale assuming world dominance as a pre-requisite?
As far as recovery rates is concerned, consider the 200 tonnes of knl graphite under analysis to be the true benchmark for us. An off-take/sales announcement re:Sojitz would remove any doubt...
cheers
KNL Price at posting:
25.0¢ Sentiment: Buy Disclosure: Held
