graphite "in a nutshell", page-28

It is important to be crystal clear about the time frame playing the Graphite game....Either a S/T or even a D/T technical effort , or a longer term mindset (perhaps a couple of years)
Those who witnessed the Tech boom & bust in the 90s Or the Uranium craze a few years ago will be better equipped to make the distinction.
We have seen numerous "fakes" during these times that went belly up.
There is no doubt that a couple of the OZ Graphite players will reach multiples of their current MC if they move into production & clever marketing....But this will take time.
The rest will simply disappear.
I dare say that SYR seems to be a long term winner (just by looking at how aggressive the market has been rerating it)
I traded SYR,but not holding any @ present.