... the race is over??
So your saying that a 20-30% reduction in basket price will see whoever you think is winning the race achieve finance and binding offtakes (outside of china due to slowing demand, oversupply and unreliability) for their total projected production? I wish you all the best. Yet a much smaller company with more realistic initial production target, binding offtakes outside China for 75% of intial supply and still profitable at reduced basket prices will not make it? Well who knows really, I guess that's the risk.
KOH quoted low purity price as collapsing, presume that was meant to be high purity so it relates to knl? Anyway goodluck with your horse, hopefully they both pay out. All imo
KNL Price at posting:
15.5¢ Sentiment: Hold Disclosure: Held
