Hi guys, this is a new article from jaberwock in seekingalpha he seems to be long magnis and kibaran (both located in Tanzania), he believes companies who will asucceed in the graphite space are those who avoid direct competition with the giant Syrah, in other words those with a focus on large flakes rather than small flakes :
World demand for natural flake graphite is growing rapidly, driven primarily by its use in Lithium-ion batteries.
However, supply is also about to grow as a large mine in Mozambique begins production.
The market will be oversupplied temporarily, but there is scope for new production in the higher flake sizes.
"The graphite space is very crowded, there are nearly 200 companies with identified deposits in various stages of study. The ones that succeed will probably be the ones that can produce the high flake sizes, that do not compete with the giant Syrah mine."
