It appears that graphite is next in line for a commodity boom. The market is driven by increasing demand from traditional applications, new technology uses, and China’s 75% control of supply, its depleting reserves, and efforts to consolidate operations.
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.
If this is a bottom, the Federal Reserve Board export sees it as the ideal time to pick up bargains in the mining sector. He offers his diagnosis for what ails the markets and names companies that could survive the financial plague wiping out equities.