The EV boom is accelerating, Jaguar i-Pace and Audi e-Tron will...

The EV boom is accelerating, Jaguar i-Pace and Audi e-Tron will follow the Tesla M3, it is inevitable that we we will see some heavy growth in Battery metals demand globally.
Kibaran is best positioned for that!

We got offtakes for refractory market, probably for insulation (EGT) and for the battery market through Sojitz and even better through our own SGP!

Tesla is ahead, but if you read the news over here, battery cell production will come to Germany and politicians try to force the companies to keep value-added chain in Germany.

CATL is building a battery plant in Thuringia (BMW just took a share in CATL), Tesla is in talks to build a plant in Saarland, plus some more plants in Hungary already operating and expanding.

In this environment, I highly doubt that KFW wont finance this project! We need the cell production here and even better Graphite demand all over the globe will rise, not only the battery market -> check this link:
http://www.indmin.com/Article/38260...actory-materials-output-up-48-in-H1-2018.html

Many mines in China are depleted and new mines do not have the needed flake quality, we have that!

Local projects in TAZ dont meet the global requirements and have high losses, still curious how they could start mining, seems like they got a headstart from the government.

If we can sort this out in the coming weeks, KNL will be the stock to hold 2020-2030.

It just my opionion, hold on and keep accumulating