Ann: Investor Presentation, page-75

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Stirer

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18/07/23

20:38

Post #: 68852685
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Originally posted by spid81: ↑

Off the top of my head, these are the ones that I know about.

The Molo Graphite project has just completed its commissioning and is ramping up production.
The project you mentioned the other day that was being constructed by Jinpeng (WKT Contractors) was expecting to undergo commissioning in June,
Northern Graphite is also looking at getting its second graphite mine in Nambia up and running, by moving the processing facility from one site to another.
I am fairly certain their main mine is running at 50% capacity.

@Stirer The reason why I didn't mention the prices in Europe, Did you read the fast markets article.

“We really do not know if prices have bottomed out. It will depend on how demand evolves worldwide, and it will mainly depend on Chinese demand for spherical graphite,” a trader in Europe said. “Demand is weak here and customers are placing smaller orders more often, instead of big orders.”

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ll this effort you are going to Spid and you’re pointing out the Battery Market. WKT has only 25% of this and as you have pointed out which works well for WKT is that trading companies in Europe ie Wogan can sell smaller quantities more often. Which suits WKT perfectly. One of the issues with selling small flake was companies wanting large quantities which would have been hard for WKT to fill. This is a much better situation now. Thanks for your input

WKT Price at posting: 12.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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