BKT now has a larger market cap than KNL its neighbour who have off takes and a large percentage of its graphite sown up. KNL have a massive questions mark with their RAP and funding but its still great going by the BKT management.
I think the market has priced both companies correctly. BKT have learnt what to and what not to by other Graphite companies mistakes and not get locked into low margin deals unable to gain finance for instance.
BKT threads are pretty quite considering.
BKT Price at posting:
15.0¢ Sentiment: Buy Disclosure: Held
