Any aussie company that gets paid in USD at the moment is getting a huge boost in potential cash flow in AUD because of the strength of the USD. I think this applies to companies like BHP etc. That's my simple understanding anyway. I heard an interview this week with a market analyst who said much the same thing. What the exchange rate will be when BKT start producing graphite is anyone's guess of course.
All IMHO, DYOR
BKT research / Graphite sector research, page-219
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