If you consider that KNL and WKT have similar sized projects and binding offtake agreements, (WKT does has lower CAPEX) there is a massive difference in our MC's Fully diluted WKT MC is $74mil, for KNL to reach the same MC as WKT we need a SP of 26c per share,
How much value can you add to KNL's for the EcoGRAF process?
I think the most significant part on the EcoGRAF process, it is not restricted to KNL's graphite. KNL can purchase graphite feed from third parties and have multiple plants set up around the globe.
