Graphite demand, page-2

" The problem is compounded for VXL because current production of high percentage fines is not very marketable and at the cost of production cited in the FS is hardly profitable."

Are you sure of this statement?,you offer no link to substantiate it.

Yeah,they acknowledge the COP is higher than envisaged from phase #I,but nothing about not been marketable,quite the contrary.

"Currently anticipated demand under Valence Industries’ sales forecasts is expected to exceed the Phase I plant production capacity by March 2016."


One of the many advantages of been the first mover,is that you can readily change,you near term plan,as potential adversaries firm up their plans.




"This has confirmed that the graphite market is facing a near term shortfall"





To reduce sales pricing risk, the strategy focuses on added product value through multiple combinations of branding, packaging,product purity and size that exceed more than 100 graphite product lines.
This is consistent with Valence Industries focus on advanced manufacturing rather than tonnes produced."



http://www.valenceindustries.com/pd...ity_Study_Expansion_and_Adv_Manufacturing.pdf

After the poor outcome of the NAB Business survey today, with commodity prices pointing lower, and with a changed forecast to rate cuts in 2015 the NAB’s currency strategy team has downgraded their Aussie dollar forecast against the US dollar to 75 cents in 2016.

http://www.*.com.au/nab-aussie-dollar-to-hit-us75c-could-go-lower-2014-12

Its looking good for Aussie exporters.



Raider