" and that only off takes with end users are the way to go"
That of course has been the way graphite has been sold in the past - from producer to end user. Reason for that being most end user have different applications that therefore require different specification.
Even the Panasonic/SJC example we were discussing - who is the "middleman" - none - a straight deal between producer/end user.
In the case of Sojitz acting as agent what's their commision/fee/cut?
It's like the Chalieco/Marubeni/etc SYR marketing OTA's.
The jury is out as to whether they will work or not.
KNL Price at posting:
18.0¢ Sentiment: None Disclosure: Not Held
