BKT research / Graphite sector research

Alright it looks like we will need a thread just to capture all of the information that is coming to the market in regards to the Graphite sector / specifications + BKT research.

For those new to the story the best place to start for company specific research is via the company website with the Blue Ocean and Orior capital reports giving a good foundation to start from, noting they were completed a couple of years ago and require an update. As we move towards to the formal financing stage for the company / Mehenge project, I expect we will see a couple of other formal research notes released in the coming months.

https://blackrockmining.com.au/investor-centre/analyst-reports/

Graphite sector information to build a strong understanding of the commodity, risks, opportunities and sector in general the recently released reports from Credit Suisse is worth a read, as too is the BMO reports released earlier in the year.

Cover pages for each below, with reports attached.







Happy reading!