BKT research / Graphite sector research, page-625

.. the fear mongering speculation round here is ridiculous.... BKT are going to build a mine ...POSCO are desperate for BKT's product ...finance is imminent despite what the naysayers are speculating ..any other speculation of problems (URBIX etc.) can be readily explained by 1 simple call to the company ... the only real hiccup in an otherwise spectacularly diligent path to mining has been financing delays which are nearly all down to events out of BKTs control ... the market has basically no interest in boring down in detail to the differential between all sorts of graphite projects boasting a bunch of details which don't actually stack up too well upon proper scrutiny. ..the market has tried to homogenise a very non homogenous sector ..( ie the SYR argument is incorrect...) ..the IRA ACT is very relevant, the ESG requirements are very important , non-China security of supply is critical ..the junior miner sector had been decimated across the board ..don't conflate massive market weakness with inferences about any project problems ..THEY DONT EXIST! WE ARE ON TRACK albeit a little behind on timelines...