I don't think we will see much of a gain as after the Syrah debacle and other failed graphite projects we get put in the same basket even though their target market is battery grade fines. Which is tightly controlled by the Chinese dominance. Once WKT can show we are making around $1000 a ton after costs then the market will wake up and realise Jumbo and super Jumbo graphite is a profitable business model.
SP, page-2
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