I know that management have focused for a long time on expanded graphite as an existing use in today's market, even while other companies were spruiking graphene, batteries and other futuristic things (my point is not to denigrate graphene or battery use, but merely to state that the demand for these things is not there for the graphite that gets dug our and ships out today). I also know that our management have mentioned building products in investor presentations.
Ecophit (link below) is a company 100% owned by SGL, and falls into their expanded graphite products on their website. Ecophit is all building products, made with expanded graphite.
Is it a nice coincidence that SGL is based in Germany, and we have a dual listing in Frankfurt (Germany)?
Regardless of whether we get into (or already are in) a formal relationship with SGL, I'm extremely satisfied with our (management) focus on Europe, and in particular the focus on existing uses for graphite for our sales, not future demand uses (which will just be a bonus as they start to affect demand).
KNL Price at posting:
33.0¢ Sentiment: Buy Disclosure: Held
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