Thanks for the insight and replies everyone. I did read that there is some concern that some years down the track there could be oversupply of graphite, that's why I asked. But if you're saying the quality is key and the buyers locked in then this is a great position to be in.
I will keep an eye on the others and try to increase my holding with KNL. I realise that we are ahead of BKT on many fronts but there's still drive and motivation from them to succeed.
Frey is also another positive for KNL, the more I learn, the more confidence I have in this company. Where do you see the price going in the short medium and long term? For me it's a guessing game at this stage.
Ann: Kibaran appoints experienced graphite specialist to Board-KNL.AX, page-41
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