Love the analysis Binwood - I like the fact that Urbix have exclusive 1st option to shop this around and get some interest. Without knowing Urbix but presume they have oustanding reach in the states , along with the the US Critical Mineral policy, id me surprised if this sought of marketing doesnt bring about not only an offtake but maybe an investment like Posco. I mean the banks are there but these manufacturers need to secure Graphite. This definitely has more to play out in my opinion - its the start of BKT.
BKT Price at posting:
18.5¢ Sentiment: Buy Disclosure: Held
