I honestly think part of the problem is hype, and the confusion caused by a flooded graphite (junior) space. The ASX is disproportionately mining focused and too many think grades, carbon etc. etc. is all there is to it. But as many of us know graphite is more of an industrial product than mining product. It is difficult to understand if you don't devote a good few months trying to wrap your head around it.
That and the graphite bubble appeared and went a couple years ago. Now we're waiting for the companies to be separated from the juniors.
Germany seems indent on getting Epanko graphite. This gives me comfort. EcoGraf however seems to have come from nowhere (maybe that's part of the problem) but i think it will be accepted when one of these 'strategic investors' puts down some Euros. Kibaran has a great record on converting interest into binding deals.
My only questions are will the interested investors get the updated report before the market (5/12)? And do they want a piece of the already tight KNL float?