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EcoGraf and Germany, page-14

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unicrumba

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21/09/18

07:22

Post #: 35741507
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Originally posted by Lumia920 ↑

A bit of conspiracy and I would love it to be true:
CATL builds the factory in Erfurt, BMW signs a supply deal with CATL and takes a stake in CATL.
Quandt/Klatten family owns 30% of BMW and BMW has a 18% stake in SGL carbon and Klatten has another 28% stake in SGL carbon. KNL does have an offtake with our famous EGT.

These are facts so far, now the conspiracy:
The EGT is SGL Carbon, all these involved parties need graphite for battery cell production, since KNL is well connected and somehow government supported, KNL is going to supply the new CATL factory and Kamenz, where Daimler builds their battery packs is only 200 km from Erfurt

At the moment I do not believe that the EGT is SGL carbon, but there is also no reason to doubt it..

BUT I think KNL is the " chosen one" of the German government to supply Graphite to the rapidly growing battery space. KFW is state owned and operates in the interest of the German industry, these guys support KNL for more than 3 years now. It is almost certain that we get the funding by KFW and this will make us the number one for Graphite supply here in Germany. We already have the offtakes, but the KFW funding will assure us further offtakes, because KFW will open many doors for us and of course we have the right graphite which is proven by our 100% sold initial production!se

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Yep, Germany breached 0.20c first yesterday

KNL Price at posting: 19.0¢ Sentiment: Buy Disclosure: Held
9 Upvote

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EcoGraf and Germany, page-14

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Venture to sniff out high-grade REE targets at Jupiter project, WA

Is oil undervalued?

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

GreenX picks up prospective copper project in Germany

Westgold sets its sights on top five producer status through merger with Karora

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EcoGraf and Germany, page-14

Top Stories

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Venture to sniff out high-grade REE targets at Jupiter project, WA

Is oil undervalued?

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

GreenX picks up prospective copper project in Germany

Westgold sets its sights on top five producer status through merger with Karora

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News