"The article also gives a price per sq. m. of 1.48 US for 2016."

So forecast of 15M$ sales in China for 2016 means Kamenz plant almost sold out next year especially considering that ceramic coated separator should be at least slightly higher than standard polyolefin separators, if true JV to extend production should come fairly quickly in the next months.

Separion alone will justify present EFL stock price if it was a new US start up on Nasdaq.