Greece, the Euro and KNL, page-3

I wouldn't be overly concerned. There may be short term ructions, but many people (and markets) have been planning for this outcome for a number of years, to varying degrees. Greece should never have been let into the EU in the first place (they cooked the books to meet the entry guidelines) so their exit is arguably long overdue, and I think will actually do more good for the EU in the long term. Their impact is going to be felt politically more than economically. They have a population less than half of Oz, yet have a GDP of less than 1/5 of us. In EU terms, they make up a bit over 1% of the EU GDP (yet probably make up over 10% of market headlines lately - that last statistic is completely made up, but the point is valid, that they occupy a lot more sound and fury than their size would indicate). This will be good for them to go back to a new currency (if that is what happens), let it be devalued by the market, and we can concentrate on more important things.

As for KNL, our two buyers are German based, with longer term forward orders, so I doubt it will even be a tiny blip on the radar. The only longer potential I can see is that if a Grexit is followed by a successful floating of a new Greek currency which takes a big hit and allows the Greeks to recover better than they currently are, then a few others (e.g. Spain, Italy) may be tempted to follow, which would lead to a higher Euro (as Germany becomes a larger slice of the Euro pie), and may thus affect currency movements, but we are talking 5+ years away for any such scenario, and by then the market growth for graphite will more than compensate for any short term currency movements.