bsm, page-6

Basically yes. SYR are looking at selling 200+ktpa once they start producing (Scheduled for late 2018)

I am only scratching the surface with this post, but I’m aiming to make a general comparison based on researching a couple of graphite plays.

BSM currently has the ability to produce 6ktpa with its current infrastructure, but has access to significantly higher flake quality when compared to its competitors.





Consider a comparison with KNL, another graphite producer who are planning to develop a mine capable of a 44ktpa output. Although they have already pre-sold 44ktpa of product, they are still very much in the development phase, and their flake distribution is of lower quality compared to BSM (Although not too dis-similar).



Although other graphite players are currently boasting large production figures such as 44ktpa, or in the case of SYR, 200+ktpa, the quality of BSM’s graphite deposit can not be underestimated. There is a strong demand for large/jumbo flaked graphite, and I can see no issue regarding acquiring more customers during a ramp up in BSM’s own production.

BSM have stated their positivity towards the upcoming drilling results, not to mention the plans to construct a second processing plant capable of 20ktpa.

It’s a reality that BSM could be producing and selling at least 20+ktpa of high quality graphite at premium prices, in just a few years. I don’t even believe I am being too speculative, if these upcoming drilling results are positive then I have faith BSM will make shit happen.

I’m only just out of school and have a few hundred thousand shares here. BSM are sitting at 1.3c right now (Ridiculous). In a few years time I hope to sell for 10c+ for a house deposit.