It takes at least 2 years to qualify graphite for nuclear. The Churmans (via SGL) were ever so helpful to the Gernese in building the pebble fabrication facility being used in China. Passed nuclear qualification at the beginning of this year actually.
Africa appears adamant to go nuclear again. The pebbles built in SA were sent for testing to the USA and to Russia. Maybe Netherlands too (but don't quote me I need to recheck to be sure). What's not clear is how far they got before pmbr collapsed into a heap - ie only testing the triso particles or whether they tested full complete pebbles.
Regardless - I'm looking at this as a future bulk market for natural flake. Although many still don't believe natural even factors into the equation (but I am not one of them).
KNL Price at posting:
15.0¢ Sentiment: Hold Disclosure: Held
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