Ann: BKT 1st Spherical Tests deliver Battery Grade Specifications-BKT.AX, page-18

Interesting observation Bailey.

Totally agree that commercial agreements are well out from the end of this year, in fact was a little disappointed in that projected time line, a more realistic and conservative approach would have underlined credibility, unless there's something I am missing!

If met results end of Octoberish satisfy the market then a SP boost well into the 20s? I would think.
When MNS announce their offtake/s the foundations of Tanzanian graphite stocks should gain a few points - BKT, all things being equal, in particular. After that this will have to run its course step by step until offtakes just as any other graphite stock.

Research into MNS progress over the past year would certainly assist some of the brigade of excessively hopeful posters on other graphite stocks in coming to the conclusion that nothing is going to happen overnight, it is a step by step process and no one is rushing to any company with an offtake agreement without going through the lengthy and thorough process of testing product. Chinese MOUs have little credibility.

Outlook for battery grade graphite is exciting to say the least but we have to patient.

Knowing a bit about Copoulos' approach to business I would think that value adding would be pretty much a given.

Don