Only ex-China graphite project with a binding long form offtake agreement and prepayment facility with a Tier 1 battery anode manufacturer.
BKT timeline
Jun 2020 - MOU
Dec 2021 - Term Sheet
May 2023 - Binding Offtake Agreement
Now compare this with the peers where most are at non-binding MOU stage with POSCO with no equity investment. Crazy BKT valuation on what they've achieved.
It's an amazing derisk event but I feel priced in. Price discovery kicks in only on debt and/or maybe project partner sell down.
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