My holding is at a level I am happy with but sentiment remains buy as I am quite certain that there is significant upside ahead, supported by peer analysis.
BAT will be the next major graphite producer. They have a head start given key infrastructure is complete. Once financed they can focus on procuring and building the plant and would think that logically they could commence stockpiling in parallel.
David Flanagan giving BAT a kick on Twitter, page-190
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