only topic of conversation lately has been this patent issue. A few posters seem very concerned.
How about focusing on other more important matters:
Kwinana is a flawed business model when you need to purchase feedstock from others. The study done did not include any feedstock pricing, shipping, logistics, etc. IMO the NPV is significantly overdone. Any benefits of increase in graphite pricing will not benefit Kwinana, simply they will need to pay more for the feedstock which nets off against the price they sell at.
Where is the updated DFS for Epanko given it is 5 years out of date, does not incorporate significant increase in costs and 16% free kick to Tanz Govt
Patent wont save Kwinana. It is doomed from the start, flawed business model.
Investors do your own research
Shorters have worked this out.
Epanko 12 years in the making and still no funding.
Share price 50% drop from high also indication things not going so well. Graphite stocks over last 12 months have increased significantly. Why has EGR's gone backwards.
Red flags everywhere.
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