Something that's discussed in the investor forum is the pricing mechanism of WKT's target market. large flake graphite is specialised and each customer has their specific requirements given the product they produce. So there's no spot price like the battery grade fines (standard specification for a relatively large market).
For customers to be interested, WKT graphite would have to have passed customer's in-house test work as otherwise it just would not work. There's also no arbitrary guide on what makes one type of graphite 'superior'. Coming from customer's perspective, they would only want to take on new supplier if 1. the specific characteristics of the graphite they get will save them cost in their own down stream processing ie superior quality for their need so willing to pay a premium, or 2. secure supply for expansion/future demand for similar prices they get now (take estimates from industry analysts, the general gist if uptrend) or 3. diversify supply for various reasons (shipping cost out of China being one recent reason which gave a premium to non-Chinese produced large flake because shipping are typically part of overall price so shipping out of Tanzania gives better margins, plus the geo political push to decouple from Chinese dominated critical minerals)
The reality is still majority of down stream processing of graphite especially the type WKT's plant is designed to process, occurs in China. Reason is a mixture of proprietary tech, environmental regulatory environment (changing), and existing infrastructure (that includes graphite supply, which is changing). So a large portion of WKT graphite will likely be sold to Chinese customers certainly in the short term. There has been new inquires from Western customers and obviously there's still some planned output to be accounted for, so things are happening now ducks are lined up.
WKT management specifically avoided locking in pricing for the offtakes - treat existing offtakes as you will what's necessary to get funding expecting rises in graphite prices. So far indicators suggest this was a good decision back then and given debt funding is now secured and mine construction is progressing in earnest, pricing negotiation can resume, which is expected this quarter.
Can't answer your question re:specific price but we should find out sooner or later.
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