KfW IPEX-Bank UFK Financing Example, page-32

@jackarooz Why is KNL undervalued? Why hasn't it gained sp traction compared to the "Other ASX graphiters"?

KNL compared to it's Peers is actually a Leader. I mean of it's Peers in Level of Proposed and Actual Production which is under and about 100kts in 2020. More like 20/50kts 2017.
These are proposed mines for supplying the RoW [rest of world] than China [the Dragon].
KNL peers are mainly listed on the TSE Canadian Exchange [Lumberjacks] with one also on the LSE/AIM London. On the ASX VXL is our peer.[1/2 others]

The SuperPits SYR/MNS and TON are NOT Knl or even any of the other ROWer suppliers peers, comparatives, "threats".
Why? because the Super Pits are not competing to supply the ROW Market for Flake Graphite. Their 100kts + Offtakes are all with China.
It is just not possible to get a 100kts Offtake for Flake Graphite from any RoW Trader/End User. All of Europe,USA, Japan and Korea would be consuming and projecting to consume only about say 500kts 2020?

Anyway there's been No Offtake out of RoW sources for 10/20kts OTHER than KNL's. This for Import Replacement ie so Europe/ Germany doesn't have to source it's Graphite from China 2017.

So @jackarooz can you see that KNL amongst it's Boutique Peers [under 100kts supply to the RoW] could be seen as the SYR of Boutique? Certainly to the Lumberjacks, it is or should or soon will be
See shipping etc costs out of Nth America to Europe are on a par if not more thn East Africa/Europe.
Costs for the Lumberjacks in graphite mining are more too and it appears Quality of Graphite doesn't quite measure up lumberjack to Tanzgraphite from the Rift Valley, either.

Anyway as has been pointed out Tkrupp and all the German Industrial Graphite End Users have been swamped in Deals, Directors Visits, Samples of Product from Every One and EveryWhere and KNL TanzGraphite is the Chosen One, the Mahdi

KNL's Comparative is NOT SYR/MNS/TON but VXL of the ASXers. IMO it is VXL who we "threaten" along with Flinders and Stratminco.

So please @jackarooz don't bring that rah rah piffle about low cost production is King round here til the super pits can get even a 10kts RoW order/offtake to go along with their 200kts dragon ones.


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