It's the Chistoph Frey connection, I tells ya. Even is in the list of Directors/Employees. KNL was once the only ASX graphiter with a Director with direct experience in running a Tanzania Graphite Mine, the last Chairman who passed away last year [sorry name escapes me]
Anyhow it would have been his "network" that brought KNL it's German Offtakes and no doubt Mr Christoph Frey into the fold.
Mr Frey can assure "Big Battery Players" like Sojitz of the Supply Chain to Panasonic and LG of quality assurance, he's high tech state of the art not just theory but practical, industrial, spherical manufacture not beholden to current Chinese methods or Plant
AND he's Exclusively Contracted to KNL TanzGraphite to supply said spherical sourced in East Africa.
IMO this is the reasoning of Mr Spinks who is not given to Hyper BOyle ing/doing the TON or MiNSing around with Uni Professors doing Lab Work is so 'outspoken' in this Presentation can 'flag' KNL as going to be the First Graphite Mine to Production in East Africa. New Mine doing 50kts+ not recommissioned 10kts but New wholly owned and with Collateral Standard Offtakes that best of all aren't reliant at all on the bleeding show pony flaming Tesla!!! or devious, duplicitious Dragon!!
KNL Price at posting:
18.0¢ Sentiment: Buy Disclosure: Held
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