extract from Robin Bromby's article in The Australian today - he also talks about various explorers - SYR, BUX/MZM, TLG and "newcomer" BSN, but this relates to the graphite market in general, and could be something to take on board....
"we received this email from an industrial mineral consultant: “As far as I can make out, the actual Western graphite producers aren’t exactly exploring in any way like the juniors as they have quite sufficient resources. Even Imerys hasn’t made a sound about graphite which may say something.”
The Paris-based Imerys is one of the world’s biggest graphite processors."
