So if we in the trenches know that graphite is on the verge of a massive breakout, what is it that the Instos can't see?
(or can and we can't....)
If one realises:
That the battery revolution isn't just a fad and is the future.
That silicon anode and solid state batteries are 5+ years away from mass adoption and even then will not rival graphite anodes for 10+ if ever.
That China will be legislated and tariffed out of the market.
That even if SG is a superior AAM, there isn't enough produced ex-China so NG and SG will have a similar future ex-China.
That no other NG project is as close as BKT to building a mine, let alone funded.
That our jumbo flake % exceeds most projects and will be the cash cow that keeps us afloat in hard times.
What have I missed? what have the big wigs missed? Im already so overweight here but I am fighting myself everyday not to dump more cash in.
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