@oznt
due respect, I don't trust anyone who hasn't been to China and actually met with the sale partners.
given the lack of exchsnge pricing (i.e LME) for graphite, it comes down to a sales team who are already plugged into China and are getting costs at the coal face.
you are regurgitating facts from others, but you haven't been to China and actually sat face to face with the buyers.
Hard to trust an unquestioning charletan when your information it's regurgitated from WKT staff talking their book.
Potential Upside of WKT - Expandable Graphite, page-1437
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