Simon Moore's take on Mickey Fulp's....GIN: I’d like to address...

Simon Moore's take on Mickey Fulp's....

GIN: I’d like to address something that Mickey Fulp said about the size of graphite deposits. He noted that bigger is not necessarily better because the graphite market is relatively small and too much production could bring prices down. Would you agree with that?

SM: I very much agree that bigger does not necessarily mean better. If one company brings on 50,000 tonnes in one year, then the flake graphite market will be completely disrupted. But serious companies are quite responsible, so they’re not really thinking about that. A lot of these companies need to maintain a good market price in order to get the payback on their deposit required. They’re not idiots, they would be more careful rather than destroy the market value that got them into graphite in the first place, I think.

http://graphiteinvestingnews.com/2925-simon-moores-graphite-prices-zenyatta-syrah-energizer-focus-big-north-talga-timcal-supply-demand/