Hi @shioshin90,
Point 7
KNL has locked in the top two traders in two of three of the world's largest markets for graphite.
Arrows on maps in investor presentations point to the USA, but yet no movement on representation there.
Yes, agree somewhat speculative, but none the less logical.
Point 8
Possibly in regard to point 8, retitling to Feasibility Study on Downstream Processing would remove speculation noting that 3.5M of the recent CR is slated to target such.
Point 9
That Sojitz invests in it's upstream requirements is no secret, see their 2016 company presentation.
http://donar.messe.de/exhibitor/hannovermesse/2016/J156297/company-presentation-eng-436476.pdf
Hi @shioshin90, Point 7 KNL has locked in the top two traders in...
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