BKT 0.76% 6.6¢ black rock mining limited

LKE and BKT were my LT plays. LKE had the resource to support...

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    LKE and BKT were my LT plays. LKE had the resource to support its potential. Shite management and smoke and mirror marketing (but i still hold). BKT are more progressed, transparent, have POSCO involved, serious LT T20 holders, low cost operations. Hasn't been much rotation into graphite space around EV like Li has, but it will happen. Nothing to spook holders here like LKE. A cpl derisking announcements and rerate ahead IMO.
 
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