HPA Demand, page-40

KRR & our Competitors

A point to consider about our "competitors" in the HPA arena. Their HPA processes are open knowledge and act as a base model [benchmark] for KRR to compare itself against in all aspects from Business model, Processing methods ,CAPEXs and OPEXs, Production levels and costs per ton of the final HPA 4N product and even how much sales are made and product prices.
This is actually a great advantage for KRR, [similar to being behind the leader in a "race" its much easier] as we can see exactly how our benchmarks compare to their data.
Is KRR going to be more profitable [per/ton] ? What numbers do we [KRR] need to achieve to be competitive in the current market & future Market place?
Does our business model stand up better than theirs?

In another post I might go into more about the changes KRR is undergoing now & in the future. The past validation of KRR making HPA 4N has been a game changer make no mistake.

[My opinions only of course!]

Yak52