RE:RE:RE:RE:RE:You should readWith respect to having no idea as to the costs associated with the Porocarb license", you and I do agree that Hugues Jacquemin et al have consistently failed at providing any NGC equities investors other than their lieges such elaborated upon information.
You suggested, in your opinion, that Heraues Group was not also interested in gaining pole position exposure to NGC's Bissett Creek graphite asset and/or perhaps the Mousseau West and East graphite bearing lands project and the Namibia asset.
Can you provide me with what could be, in your estimation, Heraeus Group's intent in licensing out to NGC the "PorocarbTM"product and Heraeus' selling it's battery R&D division and provisioning NGC with 100 tpa capacity "PorocarbTM" manufacturing capability?
Why Northern Graphite Corporation?
Why not a company like Australia's Syrah Resources Ltd or a company such as Belgium's Umicore or a company such as BASF, the latter two companies possibly looking to add the "PorocarbTM" High-performance porus hard carbon cathode and anode additive material to their respective cathode active material products or even add the"PorocarbTM" additive product a newly introduced anode component battery material offering?
You aslo stated "Neograf has been a disaster. It would seem like a good fit but we as retail shareholders can only speculate. Not much point in speculating any next moves."
I admit that a heck of a lot of what I've presented here has in fact been pure speculation; and I agree that it doesn't change the price of tea in China, so to speak.
NeoGraf Solutions LLC was always far too big a bite for a company such as NGC to take.
Company management was either eating with their eyes whilst not being able to afford the meal in NeoGraf Solutions LLC having been suggested; or the plan all along was to utilize the NGC secured option to purchase part of or the entirety of NeoGraph Solutions equity as a most specific bait and lure for a certain company which was possibly long interested in securing control of the entirety of NeoGraf Solutions LLC equity. Perhaps a company which definitely possessed the financial means to acquire "NeoGraf" and yet simply could not be allowed to take a direct run at NeoGraf Solutions LLC, due to historcial obstructions to said company doing so.
A company which comes to mind is Union Carbide, which is the very company that originally spun out GrafTech International/ NeoGraf Solutions LLC.
FYI: Union Carbide was purchased during 2001 and is now wholly owned by Dow Chemical Company, Dow Inc.