Getting more entertaining by the day...."I am in the process of exiting KNL" sure, I'll just let you all know that I'm in the process of selling so I get a bit less for my shares
SYR will produce as they have the $$....how many years b4 they will get the anticipated low OPEX that is only available via full output being SOLD?
I'm convinced of the following:
* Not all end users will want to rely on one mine
* I am putting a large value on "Strategic Alliances"
* I am putting a large value on "Timing" ie when and how much needs to be sold for the project to be viable
* KNL is profitable @ 40ktpa
* KNL has pre sold 44ktpa
* Everyone else is still chasing
* If say in the next 1-2 years any of the 1000's of smart minds (with Millions of $ in funding behind them) working on new anode compositions come up with something new that doesn't need G, do you think that's far fetched? Think again! What will all those mega pits do then? KNL is a two way bet, profitable with traditional users and expandable G users, and very profitable once scaled up and EV's have confirmed Natural G as the way to go.
Have a nice wend
KNL Price at posting:
19.5¢ Sentiment: Buy Disclosure: Held
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