Great to see a few updated analyst notes surfacing this week...

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!