Ann: BKT delivers Exceptional Optimised PFS, page-29

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ddzx

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14/08/17

11:58

Post #: 26478810
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Originally posted by cartex ↑

Thks for the number and I will contact...from a practical perspective, current Chinese SPG processors purchase -195 concentrate feedstock at ~ US$ 600 MT, spheriodise (with 40% loss) to target PSD, purify thermally (acid is not acceptable for secondary battery grade graphite) to 99.95%, then coat to meet BET target specifications.

The fixed costs to purify to any level remains, and the variable costs are relative to the amount if SPG material being purified. Purchasing 98.5% at a premium price of US$ 1,200 MT when 40% will be lost during spheriodisation, will create higher total product cost. After working with several SPG processors, none purchase any graphite concentrate higher than 95% LOI based on available pricing.

I would ask if any Chinese processors have indicated they are willing to purchase graphite concentrate at double the current price of graphite product they now use? Keeping in mind that NO ONE knows the full detail of a specific Chinese SPG processor's IP, methods, or specific technology to provide a cogent and compelling reason to purchase double the price concentrate.

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you seem to be inferring BKT & the other companies are issuing false information

for example, the investor presentations of most ASX graphite companies say the average Chinese 'yield' is 30% (70% loss). yet you have posted an average Chinese 60% yield, i.e., spheriodise with 40% loss

also, most presentations refer to a 91% TGC or 95% TGC Chinese concentrate graphite and BKT are targeting 99% grade

your posts do not make a distinction here

Last edited by ddzx: 14/08/17

BKT Price at posting: 5.8¢ Sentiment: None Disclosure: Held
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Ann: BKT delivers Exceptional Optimised PFS, page-29

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