Spotlight on BKT - Largest high-grade graphite in Tanzania, page-53

Apologies, I very rarely update my disclosure beyond first post on a stock, so they aren't the most reliable to go off. Haven't held VRC before nor do I intend to.

I think BKT has strong news flow coming and worth holding for the rest of the year. I met Steve yesterday and he welcomed some questions I had, and I'm confident the company will be capable of delivering on targets directly under their control! Longer term it's too hard to call as the broader industry is a little too immature to look meaningfully beyond the projects already approaching mine development/production in my opinion.

Cascade looks to be a good sized deposit, and a good product can be produced. I know a few investors in this and wish them well. Couldn't rule out dipping my toe though!