are you talking about the post that got modded for profanity? I never claimed to be a graphite expert, I can just read an investor presentation and from reading both investor presentations, I deduced the following:
WKT (DFS)
Basket Price: $1515 per/tcost per tonne: $347 per/t
margin: $1,168 per/t
GPX (Pre-fes)Basket Price: $1,777 per/t
cost per tonne: $500 per/t
margin: $1,277 per/t
If read the WKT presentation it also says grade is king often and frequently and while I appreciate good corporate messaging as much as the next stock follower, it's clear that grade cannot be king when another company has a more valuable product.
As for quoting products ect, it's clear that Graphex has stumbled upon a product that suits their project and while it hurts not to have the most profitable project, if the other companies had a problem with the Basket Price assumptions, they would have flagged it with the ASX, if Castlelake had a problem with the +800 micron figure, they wouldn't have invested.
Feelings, everybody's got feelings! Size does matter, it's not my fault the ladies in your lives enjoys a more profitable project with larger graphite margins.
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Nice - This new vid from the MD says everything you should need to hear on GPX, page-78
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