World Graphite (Natural, Synthetic & Carbon Fiber) Market, page-30

Tyle
Think Manoli is being caught on his margin instead of supposed current $1000 for his flake partly because of only doing 500kt/month hoping to up it to 1000kt/mth. That's pretty low 6000'12000kts/year but yet in line with production figures of Indian and Chinese Mines currently operating.
It's probably a pretty standard Ashbury's off take contract too.10kt would be about right for a player like Ashbury's.
and as you say Tyle players like Ashbury's buy from the mine and either in house do more refining and/or on ship to an ultimate end user. Think they have in house,their own mines for their own product manufacture.
Point is Ashbury's and Imerys are traders/millers/ middlemen who Sell for Stormcrow's Flake Prices but Buy lower.
How much lower is the question and that's why Offtakes,solid offtakes rarely will mention a Price especially 2/3 years out and will have to be negotiated as per your method Tylemahos.

It's not known what Stratminco is getting per tonne for 94% + Large Flake. LML won't have to reveal some inkling to a Qtrly Cash position comes out when? for the June qtr 2015? Don't know how Mitta does it but his 40's cent call is on target,hey TM?
See ya're doing ya nerd act on the Veiners,TM.at least you're getting input response out of mh. so it's can vein directly substitute for synthetic in ALL of synthetics properties ? is that the gist? controversy on which lab tests validate the proposal? all at the same time as BBR does the Plummet. Ahh the Veiners.

Anyhow Ashburys are they using Straminco gear in part for their new GRAPHENE operation out of Amsterdam ?
Hopefully Talga can get Graphene out of their Big Flake tenement and they produce First Up from there instead of current proposed fine flake $400/tonne spot.
It was the TLG 'plummet' more than the KNL one that 'did' me portfolio damage. TLG was in profit to me to carry the rest somewhat.

So the Siberians have the Berlin and China Conferences to get some new Expert Pontificating input from on factors in the Great Graphite Race to Production 2015/17.

oh and tylemahos who is my "pretty morgue girl doing ok and bucking the trend"?
surely your talking AXE the best dark horse unhandicapped by bloated Market Cap in the chase for the Boutique stakes,right?

oh the race is on and here comes heartache up the back stretch,my tears are coming from the inside.