Well with management giving us the strongest possible legal signal (investing their hard earned) as the SP tripled, I am following their lead and dollar cost averaging up.
Been in since GRK - not selling, not yet. Recent results put us in the top quartile for desirability, and the stuff ain't a mile deep so the value chain is not complicated when converting to free cash flows.
Biggest issue for me has been the annual consumption (demand) of graphite. This fear has been smashed by on market management purchases.
I feel this is just the prologue. I rarely post silly targets, but this will multibag from here. The only question is when.
BKT Price at posting:
16.5¢ Sentiment: None Disclosure: Held
