I think the moderators do an excellent job on the whole but I think this thread is less for having my comment about other peer groups being censored.
The TON/SYR peer group is a comparison process between companies. It is a practice of Fundamental investors.
When I mention another Peer group in the Graphite industry I am actually directly using it to show ideas that are at play for TON
In this I think the moderator has got it wrong. In Peer analysis it is open to many comparisons to draw out the ideas.
It is highly constructive for TON to mention its Peer group with another Peer group in the same boat/industry.
If anyone disagrees with this it is usually because they have no idea of Pear Groups and Fundamental analysis.
What I was referring to was how these peer groups were becoming my favorite research topics and how they are in Imbalance.
Because my use of other peer groups has been censored I am inclined now to stop posting. Shame.
Kind Regards
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Simon Moores - Analyst, Benchmark Mineral Intelligence on the future of Graphite, page-135
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