Graphite in Tanzania but this one is very different so sit up and pay attention

John De Vries, CEO and MD of Black Rock Mining (ASX:BKT) explains why this graphite project is so compelling right now. It is bottom of the cost curve
John calls graphite "The dark matter of the lithium battery market" and explains why Black Rock Mining is in an excellent position right now with funding from Posco
This is a big project and is of a very pure quality with good logistics.
Tanzania is very pro mining and a safe place to operate.
TIME STAMPS:
00:00 intro
01:20 Overview of the graphite market
05:15 Black Rock Mining, management and the project itself
09:50 What makes this project from their peers
12:25 The relationship with Posco
14:10 What are the near term catalysts?
18:30 How fast can they scale?
22:15 Why Black Rock is not building an anode plant like other graphite projects - makes sense
24:15 NPV and the market cap as well as three reasons to take notice right now
blackrockmining.com.au
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