Great Update for WKT Shareholders for the 121 Presentation to spread the message especially in front of Mine Finance Panel.
Couple of noticeable points
All 4 fractions suitable for the expandable market.
Interesting commentary about our BOA parties.
Qianxin Graphite is owned 100% by a Mining Science & Technology Company with their existing expandable business capacity is 30K TPA and that they have been approved to expand their capacity to 60K - 100K TPA. Double and Triple future expansion of their expandable business : ))
Qingdao Rising Dawn is clearly well known enough in the industry and with their proprietary technology, as they export their products to more than 10 countries. They too obviously see clearer future growth well ahead of analysts predictions as they are expanding their expandable business such they are building an additional expandable graphite plant.
NO DISRUPTION to the Expandable Market
Just expanding WITH the expandable market : ))
Simple concept to understand.
They obviously see clearer future growth well ahead of analysts predictions. IMO.
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Page 24
https://www.asx.com.au/asxpdf/20190521/pdf/4457r8hzvzz4ck.pdf
WOGENs indicative numbers for the battery grade pricing exact same as SYR modelling - SYR is yet to sell at $790 USD / Ton, but will happen 2020/2021 IMO.
What I found most DISSAPOINTING with the Presentation is that they DO NOT MENTION the IIR Report.
Quality Read
https://www.wkt.com.au/wp-content/uploads/2019/03/190319_WKT-IIR-Research-Report-update.pdf
There is an expectation that an updated version is DUE, seeing as we have had SIGNIFICANT developments occur since it was recently released with 3 Binding Offtake Agreements and the Strategic Placement by shareholders to order the Long Lead Items, Cover the RAP payments and EARLY mobilisation on site with dozers clearing ground.
Looking for a Lindi Jumbo Billboard Sign concreted in the ground : ))
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