I see graphite as being the hidden gem in terms of the EV...

I see graphite as being the hidden gem in terms of the EV market. BSM produces battery levels grades (huge costs savings right there) and the other components in the EV batteries are being milked right now, eg lithium, cobalt and Nickel (I like this one).

Lithium, while it has a huge potential could run the risk of becoming like Oil, coal and Gas, oversupplied. Focusing on the smaller materials to meet the demand will see longer term growth, IMO...That is graphite, then Nickel and possibly Cobalt...Lithium is hot now, but will be a problem in a few years.