One only has to read every graphite thread and see a common trait. They are all in final discussions with end users from the U.S., Europe, and Asia, every single one, and every announcement ends with a similar line. They have all been in these final discussions for months. One must ask how long these discussions will go for. Is a rejection classified as a discussion, or even a phone call?. Many of these discussions with end users have been going on forever. Raise it elsewhere and you get shot down in flames for even daring to discuss it. KNL says the same on most of their announcements, yet at least they are progressing on this front.
In all honesty, I'm happy to see any investor make money, and our competitors SPs are going well, yet I seriously question wether they will fill their quotas. The longer these discussions go for, the less chance I see any sizeable binding off takes come to fruition. Looking at the facts, there have been no decent sized reputable off takes in the last couple of years, and all this rah rah rahing about my graphite is better than yours hasn't made an iota of difference..
Apologies for the waffling on, it's late
KNL Price at posting:
22.5¢ Sentiment: Buy Disclosure: Held
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