Also I hope everyone just saw what he did above there with his examples, he just arbitrary assigned a basket price to a hypothetical project whereby the TGC and plant efficiency plant determined the basket price. This is complete bullshit.
If WKT produces 10,000 tonnes graphite and GPX produces 10,000 tonnes of graphite, all of the efficiencies or lack thereof are built into the cost per tonne. It's not about who can produce more with less. it's the sell price - the operating cost = sales margin
WKT homers have been setting up strawmen for far too long. Knock em down, it's easy.
Nice - This new vid from the MD says everything you should need to hear on GPX, page-52
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