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Yup. I'm staying out of graphite for the same reason. Sure it's...

  1. tristanc
    6,398 Posts.
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    19/07/14
    17:57
    Post #: 13684685
    Yup. I'm staying out of graphite for the same reason. Sure it's important - but there's one whole heck of a lot of it around, and all these suppliers ramping up at once is liable to lead to a glut. Vanadium, on the other hand, is both important and rare. That's a key distinction, in my book.
    TNG Price at posting: 23.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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