Ann: Kibaran appoints experienced graphite specialist to Board-KNL.AX, page-96

I am of the opinion also, and have said it before, this all comes down to finance and its details.
If as expected guarantee plays out, then we would have had many an eye cast of the companies metrics to satisfaction.

An ASX MC comparison is ridiculous in this space at the moment, and it will be interesting to watch it play out.
According to the hype a lot of western graphite needs to be converted to binding 'just around the corner'. Competitive advantage may be the result of so could major players not signing MOU's for testing and evaluation but I am not sure why other than to define strategic assumptions on vehicle output?!?

Back to the waiting game...