Originally posted by Simmpa
Graphite is common enough, yes, but not all graphite is equal (how else do you explain a recently opened superpit being unable to sell all their product?). And that is an important factor. Here’s a simple question to separate the haves from the haves-not. Do they have reputable buyers (binding off-takes in jurisdictions that can enforce?)? If the answer yes, you can probably assume there’s more to it.
You shouldn’t confuse a loud and self-interested ASX-graphite space as the industry. 2/3-3/4 natural graphite still comes from China and 100% of all spherical graphite.
As for Opex and Capex, you may be looking at the figures incorrectly because they are quite compelling. They’re so favourable ThyssenKrupp and out unnamed European Graphite Trader are supporting Kibaran’s KfW Bank finance application. We’re all awaiting news on this.
As for EcoGraf, this development is ongoing. Again. We’re all awaiting news. Just fyi, graphene comes from graphite, and again, quality is important.
Obviously do your own research, and I wouldn’t trust anyone on this forum who tried to persuade you to follow them. Why am I in KNL? Well I’m betting on Germany. German contracts, German finance, Germany money.
Graphen is not necessarily goin to come from graphite. Especially if very specific specifications are required, i.e. size or truly single layered or even carbon nanotubes or doped graphene. So I would not regard KNL as a future batterie graphene manufacturer.
