Tend to agree, mjp2, though, I always pay attention to FRB, as he's usually not far off the mark with the miners over the years.
I think the market often overlooks sound projects because they're not in sexy sectors. I'm not bullish graphite at all - it's got terrible s&d - but I'm still bullish the guy who can sell his apples for a decent profit, even if there's lots of other guys selling apples.
I just see SVM as a low cost producer, targeting (initially) a more traditional market (as opposed to anodes) where their product will suffice, and they will be profitable if prices remain weak or even fall. Opportunity cost is definitely a risk to consider though, as it permitting.
- Forums
- Commodities
- Best time to invest in Graphite?
Best time to invest in Graphite?, page-12
- There are more pages in this discussion • 14 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Featured News
The Watchlist
ATC
ALTECH BATTERIES LTD
Martin Stein, CFO
Martin Stein
CFO
Previous Video
Next Video
SPONSORED BY The Market Online