Final thought for the day, before i return to my actual job. It seems curious that our neighbors share price isn't correcting because of this agreement.
KNL has just locked one of the largest graphite trading companies (who supplies Panasonic and Tesla) out of discussions with our neighbors and any hopeful which aspires to break ground in Tanzania. Permanently.
I'm also curious to see how long the carousel continues to spin and hype build before this deal and the ramification of it are completely understood. This isn't a 2-3 year lock out as we did with our engineers, this is a permanent baring. Our neighbors will never get their foot past the Sojitz lobby.
My suggestion to MNS & BKT holders; you've no doubt made money in the recent rally, but understand the pool of buyers is evaporating before your eyes. Take your profits and join the KNL rocket, it'll reward accordingly. Spinks is a sharp operator and he's playing for keeps!
He's holding a straight royal-flush.
Ann: Binding Agreement with Sojitz-KNL.AX, page-84
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