Do you all still believe in BKT?, page-4

1. Large Resource - Top 2 in the world in reserve outside china
2. Strong Partner in Posco. My past exp was with PLS unfortunately i didnt hold on to it and got spooked when it dropped to 20 cents
3. Strong Management from their planning process and the sequential steps they have achieved qualifying the product - however i am a little worried about the credit process as they have been quiet for some time and rehashing the same presenrtation a few times now
4. Increase need for Graphite based on what has been published by many analysts and research firms - but is this real or a concerted push by fundies no one knows. But seeing how SYR is being destroyed recently, not sure whether the grahpite story will actually take off.
5.Close relationship with Tanzania government - again this is a business relationship. Anything can happen for the sake of national interests. eg increase taxes or tanzania government wanting more of the slice of the cake when it starts printing money

Would like to hear everyone's comments. Much appreciated