Hi guys just a couple of weeks back was discussing the...

Hi guys just a couple of weeks back was discussing the likelihood of disruptive technology for preferred anode materials transitioning to a silicon anode…With Lindi being underpinned by premium expandable and coatings markets can only see this as a positive for WKT as no longer will it be viable to provide volume of large flake graphite as a byproduct into demand…Any reduction in demand for projects underpinned by battery markets will find it even more difficult to compete with low cost producer such as Lindi…We make money in either markets…Not only is expandable markets expected to have annual growth rate of 6% technology breakthroughs are very much on the cards and now imminent via ADO technology…

Others are now discussing a few home truths as we embark on 2024..MRC also gets a mention with all the flees present




Regards Croc