Yes TLG has a little bit of graphite, however the cost of production needs to be factored in. being located in Sweden poses very high costs to establish infrastructure, wages, transport, etc. All of which will hinder the economic viability and return from TLG for the size of the resource.
Compare that to the graphtie plays elsewhere such as SYR, KNL, etc in Africa where these costs are significantly lower. Plus they posess a far larger resource. Thus providing much better economic feasability.
You need to remember as more of these explorers enter production it will cause a huge surge in supply thus flooding the market and causing the price to drop. This will mean that only the most cost effective miners will remain in production eg producers in Africa, etc.
Just a view from a long term outlook on the graphite bubble.
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