BKT 4.76% 6.0¢ black rock mining limited

Great analysis. That's why most people buy a company, because...

  1. 291 Posts.
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    Great analysis. That's why most people buy a company, because they believe in the story and investment proposition. That was the reason I bought this stock 2 years ago, because they had a great product compared to peers and good management with lots of skin in the game - yet the SP never held up, which had me doubting myself that I was missing something... Maybe it's just the overall graphite market, not getting the hype such as lithium, nickel and cobalt. Or maybe its the fact that synthetic graphite can be produced and how natural graphite stacks up, and whether it offers real benefits in comparison. The only way this copmany is going anywhere is if they secure off-takes and financing to push the project forward and de-risk it. Or, if a big guy like Syrah comes in and buys it. What are the assets worth?
 
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