Sure got the emo going on this thread. Graphite technology spooks me as well, with all these high market caps flying around and Tesla seemingly the beacon for many of them.
Which is why I've got excited (maybe too much) on a small player but have the advantage of the high grade vein stuff, low capex so no need for jorc -> feasibility -> tortuous financing route. Their samples are currently being analysed at Wuhan Uni of Technology in Beijing and if it is confirmed that they can convert their vein graphite to spherical, at much less cost than current synthetic method - well, think it's fair to say we're off to the races, as buyers will not be a problem.
