Great post as always GB.
Your graphite peer comparisons is getting close to perfect by adding more companies in.
I have been secretly stealing your works and save them in my spreadsheet,
as i reckon graphene/graphite is the only element from EV/Battery theme left, when that rush is about to come in we ll know.
Reminds me of your KSN FA works months ago that's a great memory what a great ride we had together
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