Hey Lumia,
Don't think it relevant where KNL sources it's graphite internally: Merelani or Epanko would be covered by the existing off-take agreements.
TK off take is exclusive for refractory use. Battery use is still wide open. So any new off takes signed/considered for battery use are exempt and in play.
TK simply don't care if we supply graphite to other customers for other purposes, if anything, it ensures stability of supply since KNL strong economically.
Also left-field announcements do not necessarily mean European customers.
Announcement suggests KNL gearing up for a bigger market and for that I see USA battery use as the obvious candidate...
cheers
- Forums
- ASX - By Stock
- EGR
- Ann: Merelani Upgrade Paves Way for PFS
Ann: Merelani Upgrade Paves Way for PFS, page-22
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EGR (ASX) to my watchlist
|
|||||
Last
10.0¢ |
Change
0.003(3.09%) |
Mkt cap ! $45.40M |
Open | High | Low | Value | Volume |
9.7¢ | 10.0¢ | 9.7¢ | $45.27K | 457.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 13000 | 9.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
10.0¢ | 19285 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 13000 | 0.096 |
2 | 29026 | 0.095 |
1 | 470 | 0.094 |
1 | 14000 | 0.092 |
1 | 11125 | 0.090 |
Price($) | Vol. | No. |
---|---|---|
0.100 | 19285 | 2 |
0.105 | 8000 | 1 |
0.110 | 68412 | 3 |
0.115 | 27500 | 3 |
0.120 | 102079 | 2 |
Last trade - 14.45pm 14/08/2024 (20 minute delay) ? |
Featured News
EGR (ASX) Chart |