KNL 0.00% 9.3¢ kibaran resources limited

Possible Takeover Target?, page-11

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    Why do you think the likes of SYR with better grades (according to the top of your head) haven’t been able to woo TK, the EGT, or Sojitz (and with them goes KfW bank)? Or all three of them with ease? Or anyone, from anywhere attract someone of meaningful size and value for that matter? Why would anyone try and compete against China? Why isn’t SYR running Chinese graphite out of business? Do you think that multi-billion dollar companies (Tk & Sojitz) haven’t done their due-diligence of the graphite space before committing to long-term contracts? Why?

    Perhaps you’d like to look into these questions a little more.
 
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