AM: It's similar to what a lot of other companies are trying to do, and that is show that their material can be used in specialist markets. Most graphite juniors must now prove they have a viable blueprint for their material in the value-added markets, where there are much higher margins. Those are the growth areas. SM: There are two paths to success in graphite: the volume route or the value-added route. If you get caught in the middle, that's a problem.
AND
TGR: Please share one tidbit for investors to keep in mind as they conduct their due diligence on critical minerals equities. SM: Don't treat critical minerals like commodities. The basic process of analyzing commodities has relevance to specialist minerals but they're not entirely the same. Critical minerals are niche products at this stage that require a long-term outlook. It is no surprise that the people that invested in the critical minerals supply chain in the past—namely Japanese and Korean companies—are long-term thinkers. These companies now control the majority of these supply chains. A longer-term way of thinking is crucial.
I know Simon - he is a real talent and brilliant communicator of the core facts. That being said he is great at selling his interests.
I don't think it is going to be that long before the boom in these new technologies. The rate of production and manufacturing is accelerating at a rate most don't realize. What took 20 years now takes a few in many areas. Most of the text books are worthless; that is how fast things are developing.
I predict the Boom for 2016 - What is your predictions looking into your tea leaves?
I drink Hot Chocolates!
Kind Regards
DYOR !!!
TON Price at posting:
26.0¢ Sentiment: Buy Disclosure: Held
