The Doc or anyone else on this forum couldn't(Or shouldn't) recommend one stock over another as that may constitute unlicensed advice. I would say this though.......Syrah are looking to enter production with a view to almost doubling current graphite supply. The question you should ask is "Is the demand currently there?" BSM are looking to occupy a niche with 6,00TPA of high value large flake graphite, with a view to increasing to >20,000TPA. They are currently mining and selling product, albeit in limited quantities with the on going mine upgrades. If they can achieve the nameplate 6,000TPA and demonstrate profitability, then they are IMO a good prospect for a graphite play. At the end of the day you really have to do the leg work and conduct your own due diligence. For mine, I'm punting on BSM over SYR.......but thats just me!
DOCTORFOUAD, page-5
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