The ability to mine cheaply, the high price and demand and other functions of Vein are all consistent across the Niche.
Things that really differentiate Vein Graphite in my opinion is its ability to compete with China, its technology base (Graphene) and its under-valued, under-priced inefficiency. Along with low sovereign risk, tax advantages, and other features like the Docks all combine to make it very special.
Flakers do need to churn and burn through massive amounts of dirt to get just a small amount and Veiners do have low cost, and other important advantages, I think it is the Macro forces that play the strongest with Graphite and will for years to come. Many Flakers just cannot compete with China; the fact that Vein competes shadows over everything else in my opinion.
There is so much more leverage in Vein right now it really has only one way to go in my opinion.
Kind Regards
BBR Price at posting:
75.0¢ Sentiment: Hold Disclosure: Held