Thanks for the reply.
I agree the quality of Synthetic Graphite is superior so it will command a premium price but that’s more likely to be from the 3rd site 2025, until then their off take is spoken for by Kore & Sanyo/Samsung for their continued validation process.
NVX will sell their product for a premium from 2025 on & that’s great but for the next 2.5 years is their income limited to 20,000 tons & if that is to Kore was that premium obtained or was a special price agreed upon based on their relationship.
There’s a huge difference comparing 10,000 tons at $7500 or $9000
General discussion, page-104
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