It aint apples with apples comparison. BBR now could be a vertically integrated miner, producer, marketeer of high value grahene oxide, in due time. BBR is at a more advanced stage and has a clear pathway to achieve and produce graphene oxide at $20000 per ton and graphene at $100000 per ton.
Relative to the overall graphite sector they both are way undervalued.
I am very very keen on the graphene which sets BBR apart from all the other graphite stocks. The Graphene process requires high purity TGC to avoid defects with minimal processing. BBR has this.
These are the key differentiators compared to others not just MRF.
Its all about the graphene. That sector is forecasted to grow ten times in only 5 years. Demand is very high yet hardly any supply.
BBR Price at posting:
67.0¢ Sentiment: None Disclosure: Held
