Hi Doc,
As requested here is a comparison between WKT & KNL:
If you were a financier and two Companies came to you and said:
Company 1 (WKT): we need USD$38m and we'll have an NPV of USD$323m.
Company 2 (KNL): we need USD$77m and we'll have an NPV of USD$197m.
Which one would you give your money to?
On top of that (and apart from the obvious that WKT has the much more superior graphite):
- KNL is targeting the battery market - good luck competing with SYR & MNS (and getting funding to compete with them
- WKT has no competition as they are targeting the Expandable Graphite market which is dictated by supply (ie. buyers will buy as much as producers can produce)
And KNL valued at nearly 3 times that of WKT.
Cheers,
GB.
