Hi Mally, I believe your analysis of the yellow line is flawed as you are assuming all companies have the one same graphite price.
Without knowing each companies basket price you don't know which may be the next to be incentivise.
The other and perhaps more important issue is the incentive to lend funds price. Those with lower margins due to things such as smaller flake sizes may be more vulnerable to a fall in graphite prices, again refer to BKT pricing where they state they have healthy margin at current graphite prices. I don't see RNU making the same claim, in fact they have advised they need a price and market window of opportunity.
But they are all just DFS numbers, it will be good to see some make it to production to see how they actually compare to DFS numbers , hopefully some last longer than WKT so that we get to see some established actual numbers.
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