RE:RE:SometimesBase on what is known in terms of overall production at Lake knife, market price for a ton of graphite and profit margin, I would say , valuation between 1-1.50$ depending on dilution. But again, not sure if there is demand for North american graphite yet...that should explain why it is so slow to develop and getting financing...for all the known project.
Some are expecting a new offtakes but given that the chinese co have their hands on 20 000 to 40 000 tons of Lake Knife, it is hard to see where FMS can sign another offtakes if we assume max production of 44 000 tons as the Bankable assume....