"if they can match the MNS quality, a 20 bagger. if they fall between SYR & MNS, an 11 bagger"
here, i am not referring to the (99%+) purity of the concentrate (since BKT smash SYR in terms of concentrate purity, since SYR has 95% purity requiring expensive chemical upgrading to 99%)
i am referring to what is called 'yield' of the concentrate when making spherical graphite
MNS concentrate has a very high yield, smashing SYR
BKT need to at least fall in between MNS & SYR in terms of yield
if BKT yield the same as SYR, their graphite might be worth $1,500/t (vs SYR $800/t) due to the exceptional 99%+ purity
if BKT yield the same as MNS, their graphite might be worth $2,000+/t (vs SYR $800/t) due to the exceptional 99%+ purity
otherwise, they fall in-between, which is still excellent
my speculation & bet is BKT have far better 'yield' than SYR because Tanzanian graphite is harder than Mozambique graphite, thus better for sphericizing (I speculate)
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