BKT research / Graphite sector research, page-594

I agree, its a really good sign to see POSCO mentioning BKT in their presentation. It almost makes me wonder if all the legal stuff between POSCO and BKT relating to offtake is now done and dusted. But it still raises the question - how will POSCO get their 30kt needed in 2025 ? I'm still absolutely amazed how BKT haven't managed to get the finance for module 1 secured by now, with a golliath like POSCO as their partner, and what seems like a sound mining project with a fully qualified product, and with a relatively small capex.

All IMHO, DYOR