Basically yes. SYR are looking at selling 200+ktpa once they start producing (Scheduled for late 2018)
I am only scratching the surface with this post, but I’m aiming to make a general comparison based on researching a couple of graphite plays.
BSM currently has the ability to produce 6ktpa with its current infrastructure, but has access to significantly higher flake quality when compared to its competitors.
Consider a comparison with KNL, another graphite producer who are planning to develop a mine capable of a 44ktpa output. Although they have already pre-sold 44ktpa of product, they are still very much in the development phase, and their flake distribution is of lower quality compared to BSM (Although not too dis-similar).
Although other graphite players are currently boasting large production figures such as 44ktpa, or in the case of SYR, 200+ktpa, the quality of BSM’s graphite deposit can not be underestimated. There is a strong demand for large/jumbo flaked graphite, and I can see no issue regarding acquiring more customers during a ramp up in BSM’s own production.
BSM have stated their positivity towards the upcoming drilling results, not to mention the plans to construct a second processing plant capable of 20ktpa.
It’s a reality that BSM could be producing and selling at least 20+ktpa of high quality graphite at premium prices, in just a few years. I don’t even believe I am being too speculative, if these upcoming drilling results are positive then I have faith BSM will make shit happen.
I’m only just out of school and have a few hundred thousand shares here. BSM are sitting at 1.3c right now (Ridiculous). In a few years time I hope to sell for 10c+ for a house deposit.
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Last
5.7¢ |
Change
0.001(1.79%) |
Mkt cap ! $13.71M |
Open | High | Low | Value | Volume |
5.6¢ | 5.7¢ | 5.6¢ | $215 | 3.812K |
Buyers (Bids)
No. | Vol. | Price($) |
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2 | 57034 | 5.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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6.0¢ | 10000 | 1 |
View Market Depth
No. | Vol. | Price($) |
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2 | 57034 | 0.057 |
1 | 2994 | 0.056 |
1 | 14545 | 0.055 |
1 | 50000 | 0.048 |
1 | 10880 | 0.046 |
Price($) | Vol. | No. |
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0.060 | 10000 | 1 |
0.063 | 516308 | 1 |
0.074 | 2457 | 1 |
0.087 | 6500 | 1 |
0.090 | 55000 | 1 |
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