AXE 0.87% 57.0¢ archer materials limited

The Wilco purchase was not about increasing QUANTITY, archer. It...

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    The Wilco purchase was not about increasing QUANTITY, archer.  It was, as GA mentioned in the ann, about getting access to LARGE & JUMBO flake (which AXE previously did not have enough of) and thereby having a wider spread of graphite flake sizes to market.

    "With exposure to large flake graphite at Wilclo South and high purity graphite at Campoona, we now have a range of flake sizes across our tenements that allows us to target a wide spread of end graphite
    users

    Have a read of Stormcrow's report - Graphite Industry Report, "A Stress Test on Future Graphite Pricing" - especially Fig.8 & 10, and you will see that (LARGE flake) is where the biggest projected demand will be in the comin.

    When all this is combined, we believe that demand for the various flake sizes through 2020 is
    reflected below:
    Exhibit 8 – Graphite Demand by Flake Sizes, through 2020, Ktpa

    Our demand projections show an increasing need for larger flake sizes, and finding projects with this type of production profile is not trivial.
    Exhibit 10 – Proportions of Flake Demand, by Year

    http://static.squarespace.com/stati...OW-Graphite Industry Report - SCL-10Jun14.pdf
 
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