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.
Dr. Michael Berry, publisher of Morning Notes and a former portfolio manager, and Chris Berry, founder of House Mountain Partners and Morning Notes co-author, discuss what early-stage mines close to home could be the first to bolster supply in US.