to become a graphite producer, page-21

Hybridan’s Nathan gives his small cap commodity top picks

31 Jul 2015

Derren Nathan, equities analyst at Hybridan, picks out some of the junior miners he believes offer good value and long-term potential to investors in the current low commodity price environment.

Even in this tough market, Nathan says astute operators can still make solid operational progress and generate good investor returns and rates Stratmin Global Resources (LON:STGR) among his top picks





Tipped also by VSA Capital 6 weeks ago

http://ow.ly/OEoQl

TGR: Which graphite companies have a clear vision of the market they're looking to supply?

R: StratMin Global Resources Plc (STGR:AIM), a small-scale producer in Madagascar, is listed on the London AIM Exchange. That's an interesting situation because the company has boosted its concentrates up to 94% purity, which is close to premium-pricing grade. Its position in Madagascar should provide some cost advantage in delivering carbon to refractory or battery businesses to either South Africa or India.
We watch Stratmin pretty closely.