@rockmatteson, markets are hard to predict in future & most investors price stocks in expectations for 6 months forward.
Nevertheless, BKT has basically sold out most large flake of Module1 ( after large pilot plant samples & a long qualification process) to various customers & POSCO is buying up fine natural graphite for EV batteries (& likely using waste materials to help make the expensive synthetic graphite rods used in steel production). Hence, module1 is in the bag.
Module2 already has many customers that missed out sitting on the side lines, & includes POSCO recently comitting to buy up fines.
The world economy had a slowdown recently and share price is down. Otherwise the above information is available from BKT's previous an announcements in recent years. Interesting times ahead. No financial advice intended.
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