understanding the future, page-7

Hi LB,

Investing in the right graphiter is very important; not any company will do. I look to minimize risk as much as I can and look for high demand commodities. Graphite lends itself for small companies more then say lithium which is expensive to attain. Costs of acquiring and distribution can eat away at viability, take for instance SYR which successful had to raise 35 million for its Mozambique project; and this is in a troubled country. (Anyone having Mongolia flashbacks?)

I have nicked named this one Smurf, its small but has allot of potential because of the nature, demand and specialness of Vein Graphite. The world cannot allow strategically for China to control Graphite; the black-gold of the next generation.

1/ http://moneytalks.net/topics/energy/11361-2014-graphite-outlook-price-rebound-supply-shift-and-new-end-uses.html

2/ http://www.worldfinancialreview.com/?p=4024

For these small companies it becomes about company structure/shares, debt, experience, and other important factors. Very large players are way ahead of the public and invest massive amounts of capital for long term positions.

All this and more is why positions must be acquired low by the company itself before we should consider buying low of their shares. I believe what we are going to see is long term, sustained, multi-month runs on this; in my opinion only.

Kind Regards