also Tkrupp is 'exclusive' for everywhere BUT germany and japan.[think tk have korea?]
and as you say refractory specifically mentioned not ev. Refractories are for glass and ceramic Industries too and these aren't in decline like steel.
think SGL the unnamed Euro Trader is for that,EV etc. sgl is also big in expanded insulation.
way too much emphasis on ev batteries, especially when it is not known the synthetic to flake 'mix' because tesla contracts not announced. Also Fine vs Jumbo Flake use is unresolved.
thing is none of these gunner bees have a RoW offtake. Only KNL has 2/3 of them and it's graphite was chosen over any and all comparisons.
you know the spiel caz why are you giving clowns any oxygen?
KNL Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held
