World's Largest Known Graphite-Vanadium Deposit Found In Mozambique, page-117

ya know, we are always going to get those who think that, and make have so called seen it all before.
this so called graphite sector was a bubble before after SYR had rose up to fame and glory.
it them came down to a crash, but they still maintained a tight register.
then along comes a shake of of just the sector. after which, prices for many juniors bottom and people take positions.

key thing here to watch for is the so called abundance of Life Style companies riding the coat tails of the sector.
years ago uranium was the same too, with companies flooded with yellow cake fever.
many directors making promises and never delivering seem to burn many, many investors.
fukushima set an example of what happens when it goes wrong and has not really recovered since.
graphite on the other hand will not devastate and make your land, water and food untouchable for many years.

most skeptics also forget that, each graphite mine with its grades, volumes and variables are custom to the customer.
once triton as other companies get their 100% offtake agreement to a matched customer or industries.
then it does not matter what anybody says providing the company can continuously make money from it.
so when, or if, or should the sector weaken, only the strong will survive with low cost operations.
Triton does not have to be he biggest or highest grade and variables.
they have plenty enough to customise a very wide mix of customers, and the variables are growing.
hence the more range of grades, flake size, volumes to mach potential customers, the better.

so imo, the main pitfalls for investing in juniors is:
watch out for lifestyle companies and directors, grades, volumes, depths and variables to at what cost of output..
and if they can compete/sustain with their matched offtake partners both in a booming market or a declining market.