Confronting Dislocation in the Graphite Market, page-14

A catch/a contra to KNL being within Lumberjack Parameters is however that KNL is in 'competition' with the criteria/comparisons of these commentators and analysts.
Furthermore our Euro Offtakers and Financiers also are operating with this background/approach for example in Market Cap/Peer Group Analysis.

Peer Group Analysis on the ASX is dominated by SYR and the Super Pits. With SYR being what? 3/5 times the others Market Cap and setting their target as $500mil MC at least. More 'exuberant' rah rahs would have half billion$$ MC by Xmas 2015!!!

Anyhow to the "casual reader'' the heard about Tesla Gigafactory and thinks graphite is a sure thing looooong term investment don't find such claims or assertions in KNL presentations or this HC forum.

Prospective Investors in ASX stocks are beguiled by the New BHP/RIO behemoths emerging out of SYR/TON/MNS. The plot goes further that not only will the Super Pits be so low cost as to wipe out all the other proposed mines like KNL and the Lumberjacks but the Traditionals been in Graphite Industry for 100 years or more Imerys,Asbury, Superior, AMG/GK.
Yes heady stuff. Some of the rah rahs really need to get back on their medication. Lithium for starters

Anyhow the only TSEr out of the ASX playing to this delusion is some mob called Zenyatta. I think they are the only Lumberjack to make $100mil MC ++ for a time but you can see how their Spinning Smoke and Mirrors is going over with their commentators and analysts.

Anyhow it's achieving a $100 mil Market Cap target when KNL, I suggest, is under canadian/euro parameters of "boxes ticked" that I'm researching. With the Options exercised in August a $100 mil Market Cap is at around 60 cents.

I put it to this Forum that KNL with a Mining Permit for Epanko/a BFS/ Confirmed Offtakes for 40kts/Arranged Finance/ A probable Value Added Joint Venture , all these 'ticked' by end of 2015 should have KNL realistically at up to $150 mil Market Cap 90cents/$1.

Main problem I see is Mining Permit delay because of the Tanzania Election due I think Sept/Oct.
KNL "mus' have this Permit soon July/Early August IMO to avoid the current public service going into 'care taker mode' period prior to Election. Yes Yes I read how the current gov't is highly likely to be returned just like in the 5/10 times before whatever but...well... just like the certainty of a Issued Mine Permit so Kibaran can get on with doing Uber ALLES over the Dragon Super Pits


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