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1.67% 6.1¢ black rock mining limited

..not quite sure how it will impact supply? My understanding...

  1. pippet
    1,071 Posts.
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    24/03/23
    13:39
    Post #: 66943624
    ..not quite sure how it will impact supply? My understanding (could be wrong) is those projects already have all their immediate production spoken for to individual offtakers? That is the common misunderstanding re: graphite that there are miners imminent who will just have this generic product to supply into the market. It simply doesn't work that way because for the foreseeable future you need bespoke product qualification.
    BKT Price at posting: 13.3¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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