BKT 4.76% 6.0¢ black rock mining limited

The WKT threads are frothing with people carrying on about...

  1. 489 Posts.
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    The WKT threads are frothing with people carrying on about headline numbers like grade and margin. IMO most of these investors assess graphite like a commodity, which it is not.

    Most of those people do not actually understand the economics and market dynamics of the graphite market and assume that high grade = low costs and high demand. That seems to be the maximum depth of argument over there.
 
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