Clean 1+ carat colorless synthetics are hitting the market for the first time, and with a consistent stream of recycled polished making their way back into the market, the dynamics of diamond supply may forever be changed.
A graphite company is no different than any other junior resource company. In addition to evaluating its flagship project, we must always assess a company’s share structure, the people, and its peer market valuation.
I have been asked to speak next month, in September, at the Hard Assets Conference in Las Vegas. My topic, on the morning of September 10, will be "Minor Metals as an Emerging Asset Class." That same afternoon I will speak on the "Pitfalls of Investing in Minor Metals." Both of my talks will appear, after they have been delivered, on Resource Investor, but as a preliminary to them I'd like to define for you today what is a minor metal and what, of value to investors, is in the minor metal space.