I can't help but notice the subtle but unethical cross-promotion across the graphite stock forums by a group who are now getting desperate to prop up the SP of their particular stock.
Whilst all the G-plays are taking advantage of the hype that accompanies the EV revolution (some to a greater extent than others) we don't want to forget that it's graphite in all its forms that is on the Critical Minerals List. BEM has graphite that qualifies for ALL end-uses including refractories, fire retardants and expandable graphite. The prices and potential profit margins in the specialised area beyond the EV is enormous for BEM.
Don't let rampers of other stocks fool us. "First-to-market advantage" is just rot. Two ASX graphite companies failed with that mantra and are both in C&M. BEM is doing it right... getting their sales networks and supply chains set up now. "BAM is the way to go to be in the critical minerals sector"... I don't agree... some exposure great but all eggs in one basket... nup. BEM will be selling a variety of flake sizes at the more premium prices and through a multi-downstream facility selling a number of specialised products and check out the potential prices below... higher than SPG prices for battery anode. Just because another stock has a higher MCap and higher profile on HC does not mean it's a better investment. BEM is cheaper simply because of where she is in the development timeline. We are positioned perfectly. Urbix too can purify qualifying graphite to over 99.99% concentrate grade. Not all systems can... which means could be a world leader in purification for use in nuclear power!
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I can't help but notice the subtle but unethical cross-promotion...
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