Thanks for your input fin, if you have done any DD you would realise that fine graphite is the least impressive of all graphites - this being mass provided by Syr at the moment with a negative pricing effect due to over supply - syr with the capability to ramp production also is concerning and keeping the price of fines low. Syr is a running mine and selling at a loss.
The large to jumbo flake is more impressive and rare which comes with a higher price tag. Bkt with its Posco deal is impressive but is still very risky. If you want battery exposure you would be more better off getting into the copper or the zinc scene - short term. These minerals are more widely used and arent as easily over supplied due to their wide use in end products.
To be honest with all that is happening in this economy i have side lined the lot of my holdings and sitting in cash, gold ans silver. I will buy back around nov if the markets seem stable.
Good luck to you and all
BKT Price at posting:
6.0¢ Sentiment: None Disclosure: Not Held
