You might like to throw this post I made into the discussion -Post #:15473913
Note, I did post it on most of the graphite stock threads back in 2015 when these Chinese deals first surfaced.
extract....
How much do we know about the Chinese off-take partners? What does their capacity profile look like? How about the debt load (if applicable) on their balance sheets?
What are the true production costs in China? After all, these junior graphite companies aren’t competing against each other, they’re competing against Chinese producers.
Are Chinese graphite off-take partners using the juniors as a hedge in case they run out of stock or get shut down in an environmental cleanup effort in China?
https://hotcopper.com.au/threads/co...market.2535766/?post_id=15473913#.WLd1NPl97yQ
Is KNL economically Viable, page-16
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