BKT 3.33% 5.8¢ black rock mining limited

Ann: Half Year Financial Statements, page-13

  1. 160 Posts.
    lightbulb Created with Sketch. 36
    Great to see a few updated analyst notes surfacing this week along with a few emails from brokers distributed via mailing lists to make (or remind) punters aware of BKT.

    Haven't spoken to the company for 4-6 weeks however I wonder if JdV has been doing the rounds after the last investor presentation was released pre-Battery Minerals conference.

    Leading indicators for me from here include:
    - Debt/equity finalisation
    - Basket price of the mineral
    - Management communication against timelines

    Macros include:
    - The momentum of EV's and batteries more broadly (Graphite supply and demand)
    - ESG
    - China
    - Tanzanian government

    I am cognisant of the latter two points particularly with my exposure here, however more than comfortable.

    I continue to accumulate and have done so since mid-late 2020. This thing is only getting started and will continue to play out over the coming 18-months.

    Let's see what the back-end of the week brings us!



 
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5.8¢
Change
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Mkt cap ! $72.57M
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5.9¢ 6.3¢ 5.8¢ $79.60K 1.329M

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No. Vol. Price($)
5 800701 5.8¢
 

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Price($) Vol. No.
5.9¢ 151844 3
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