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KNL 15.0¢

I suggest we move on and... 21/03/2017, 23502333

  1. unicrumba

    2,181 posts.
    I suggest we move on and try not to get caught in the same trap as MNS and have to read posts about the same subjects over and over...

    moving on...I touched on this before but worth while mentioning again...one of the safety blankets for me holding KNL is the fact that we have a viable business model that can survive on a 40ktpa operation and I am very confident that we will find buyers for that amount for many years to come, as a bonus we have a very large upside potential should battery demand transpire as predicted .
    As per latest KNL confirmation:

    ..."Epanko base case pricing does not include value capture for sales into high growth markets such as spherical and expandable graphite"...

    It is very risky putting a large portion of our valuation when investing in a Co because they show large yearly output and a very long mine life thus appearing to be a very solid long term investment, especially if those large output figures depend on new and upcoming demand and not here and now/ traditional users looking for a non Chinese alternative. Adding to the risk is any new battery technology that might come up and bypass the need for G.

    KNL a save two way bet....and still only 250mil shares on issue:eek::eek:

    ALL IMO

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