TON - one of best long term investments, page-122

I know you are clued up a bit on the Chinese mr plough. I wonder if Bb gathered some real Intel from the heart of the mine consolidation on his recent trip?


Moores quoted this nearly two years ago now;
China's "going green" is twofold. Green from the mining side means becoming more efficient with graphite mining and using less hazardous materials for processing the material. This will result in less material being available for export. Buyers outside of China have no choice but to eventually find supplies elsewhere.

From the market side, going green undoubtedly means expanding the electric vehicle market. The growth for batteries, especially lithium-ion batteries, could be explosive. This could transform demand for key raw materials, especially flake graphite
http://www.theaureport.com/pub/na/flake-graphite-prices-have-bottomed-simon-moores


This article I found today was of interest ref China;

http://m.bbc.co.uk/news/blogs-china-blog-31689232