Yes he is an expert. For most of us that has followed his predictions and have a decent memory to remember them. He backed the Chinese deals in. Therefore he must understand the graphite market more than most?! He has been predicting western offtakes before end of quarter for his company over and over for the last 18 months (as if he knew they were coming). He is very knowledgable after all. Also if anyone remembers his claims that sojitz won't go binding with us and then it happened. He is extremely accurate this guy. A genuine know it all. All that has happened that has supported his medium term views is the spot price has fallen his way (so far). In the spec world we all know how this can change both ways so quickly especially where stocks can be supported by brokers for a long period of time before eventually the cookie crumbles or vice versa. KNL surely in my opinion a great buying opportunity with upside potential on near term news items.
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