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By Brian Sylvester |
June 12, 2013
Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data.
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By JT Long |
March 27, 2013
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies .
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By Alec Gimurtu |
January 16, 2013
David Skarica, founder of Addicted to Profits, says another — bigger — graphite bubble is likely on its way. He compares the graphite space to the rare earth and uranium arenas.
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By The Critical Metals Report |
November 7, 2012
The founder of House Mountain Partners is not only unconcerned with graphite's price softness – he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market.
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By Alec Gimurtu |
September 26, 2012
Parallels between graphite and lithium are superficial, insists the analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China is making way for market entrants.
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By Brian Sylvester |
August 15, 2012
Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations says the founder of House Mountain Partners.
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By JT Long |
August 1, 2012
Comparisons are useful in evaluating a company, but in the rare earth market, it's not as simple as a spreadsheet. With so many variables in the mix, no two projects are exactly alike, and each has its relative strengths and weaknesses.
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By Brian Sylvester |
June 28, 2012
Graphite is the "it" material of the moment, but as an investment space it remains largely misunderstood. The executive director for the Western Hemisphere at Intierra Resource Intelligence, suggests investors research extensively and names some of his favorite projects
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By Chris Marchese |
June 19, 2012
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.
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By Brian Sylvester |
June 14, 2012
Resource developers, especially in the rare earths space, are suffering from the market's obsession with immediate results, says the writer and editor for Agora Financial who nonetheless argues that large-scale demand for high-tech metals remains.