I think this is a hugely positive article for KNL. He identifies...

I think this is a hugely positive article for KNL. He identifies a potentially enormous increase in demand for high purity natural flake graphite and recommends that a new mine should look to grow incrementally because of some deep uncertainties in the market.

The whole China situation is an unknown but is likely to be a mess that will fall in favour of KNL.

If SYR can't get funding off the back of "binding" offtakes with the Chinese, what does that say about the offtakes themselves and the ability for the Chinese to walk away from them?

If China is the entire offtake and also provides the funding then look out altogether.

Chinese production will slow because of environmental awareness, traders will look for non-Chinese located and/or sponsored sources because of supply and contractual anxiety, while demands explodes on the back of the new applications for graphite. A perfect storm for a stable, high quality early mover like KNL.

How is this stock not 50 cents or more?