Well I think what this boils down to is you are the type who...

Well I think what this boils down to is you are the type who likes things more developed and a surer bet. But you lecture us as all fools for getting in early. I for one know it's early days, I think time will tell whose the fool.
The one thing that irks me is why, if you have preferred graphite exposures, which would indicate you believe in graphite's new uses, do you choose to bag VRC in particular?
If you don't think EV's are going to be big, then doesn't that affect all your preferred graphite plays?

And for heaven's sake please go to your preferred graphite exposures and post your reasons why you like them instead of hanging around here badgering us. Please. I would be really interested to hear your positive reasons why. Who know's you might even say something helpful.