Well said ...it actually beggars belief that with 90+ new graphite mines needed by 2030 and Europes new Critical Minerals Act just announced let alone the US Inflation Reduction Act that the market wants to price BKT as unlikely to go ahead. And to make it look crazier let's just recap - Product qualified, Tanz govt bought in, village relocation , rail and power Mou's and then the biggy -POSCO ...There is currently no new global graphite mine that can leapfrog this timeline. (The only slightly light hearted frustration is that ensuing mines will find finance a tad easier coz of the education of bankers process that BKT will have helped create).
Re-reading a couple of investment gurus who say every now and then even if it's once in 10yrs the market throws up an investment where you back yourself and go all in. BKT???
BKT Price at posting:
12.5¢ Sentiment: Buy Disclosure: Held
