The way I read this short extract is IM suggest Large/Jumbo flake graphite COULD BE in short supply in the NEXT THREE YEARS - rather than NOW/TODAY. I've read similar assumptions made by other industry commentators, not to mention brokers acting for these companies (many of whom don't understand the industry). Most of these commentators rely on this sort of reporting as their bread and butter income - much the same way as they were promoting Uranium, REE shortages previously. There will always be a HOT new commodity that is hyped to the max - graphite currently is it and the field in the graphite race is way too overcrowded.
I agree lots of "assumptions" out there that provide a minefield for investors in junior graphite companies. Trust no one, remain skeptical and read everything - not just the warm fuzzy feelgood stuff that you want to believe.
