"95 more 50,000tpa graphite mines are required to meet graphite demand in 2030."
benchmark mineral intelligence.
As per another quote from an interview of another graphite stock I hold. (Canadian reference)
don't worry about where the puck is, but rather where it is going. That's how I invest - I buy what I think everyone else will want to buy in 12-18months.
graphite demand is going to be massive 3-5 years from now. market is always forward looking and hence why most investors will only look to graphite once the price start ripping upwards. Getting set early in these juniors and developers is where I like to be, then you're hitting the development cycle on the stock itself into the tidal wave of money flow into the sector driven by commodity pricing.
SF2TH
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