I am wondering if a lot of players have "Misunderestimated"(Yes this is a George W "ism") the graphite industry and its mechanations. It seems to me with all this jockeying for positions, that some have sought to differentiate themselves with "We have the best" or "We have the most" or even "Ours is unique". The Graphite industry is over 100 years old, with few players. It is opaque and shrouded in secrecy (with respect to a number of processes). The chinese have held the whip hand for a long time, having dominated supply for so long. Things have changed! China has started to look inward with respect to a number of things and Graphite is one of those things. Everyone outside of China now needs to look to the future and supplying their graphite needs OUTSIDE of China.
In light of all this, which company has their foot in this very narrowly opened door to supplying ROW not only in the here and now (Largely refactories) but also the future(batteries)?
Mmmmmmmmmmmm...............Now let me see????
KNL Price at posting:
26.0¢ Sentiment: Buy Disclosure: Held
