Good question. Why would they go to them for Graphite? Why not Syrah who will have ample supply and are starting production soon? Was Kibaran consulted for supply considering the guy who used to be with Thyssenkrupp is now the head of TerraE? Would you mind asking Spinks if KNL was ever in the running? Give him a call please.
Is their graphite really that good? It seems so. Very much so.
Now regarding KNL, is there a sunset clause for these so called offtakers? How many more years must they wait before/if KNL gets finance?
Considering the ex TK guy Holger Gritzka chose the gigadream folk for their raw material what has he been telling TK about their graphite.
Lucky for KNL they are only supplying TK for their steel production. Don't think the other mob are looking at that low end low margin industry.
KNL Price at posting:
16.0¢ Sentiment: Sell Disclosure: Not Held
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