Take a look at BSM presentation out this morning where they are about to commence graphite mining in Madagascar. Going by the pictures its the benchmark by which all other graphite areas around the world are compared. This will give you some idea why CGM is in there. The other thing to note is the upturn in graphite price trend. The timing is right IMO.
https://hotcopper.com.au/threads/an...tation.3284351/?post_id=23204675#.WMCB2vl97yQ
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