Hi, I had a brief look at your recommendation re KNL, but not convinced yet. Yes, high purity, tiny cap, cr, etc. Nothing out of the ordinary re upgrade - every other graphite company is doing this as well. Its the 80% matter I don't get. In the KNL news it advises that 73.8% > 106 (micron) and that only 21.6% > 300 (micron), re the flake size.The company advises that key marketable products are the large +180 micron sized fractions. So to this uneducated watcher, it seems KNL have only got 21.6% of above average quality. The other 73.8% is of far lesser quality. In KNL's words, "the market requires graphite grade of 94-97% C and seeks large flake > 180 micron. The company will therefore not be selling the very high valued graphite. Whereas on looking at UNX, the company advise their flake graphite is 55% Medium to Large, and 45% is in the Large to Jumbo category. And around 115MT. KNL is 35 cents, UNX 22 cents. Please let me know if I am totally wrong re this, but your recommendation for KNL seems to fall short.?? (don't be hard on me, I am new in this)
Kind regards. Manuka Honey.
TON Price at posting:
79.0¢ Sentiment: None Disclosure: Not Held
