Short Term Trading Weekend Lounge: 18-20 Jan, page-43

Hi Session, I know a few experienced investors who regard their project as "the one to buy" if you want to be long graphite. Can't really confirm/refute, as I haven't studied it hard enough. I chose to be long SVM when I was after at least a little graphite exposure but no longer want it and stopped-out quite a while back. Bit of sovereign risk with both those stocks. Overall I think it's a super challenging sector to operate in and producers need to be either very low on the cost curve or produce an ultra pure/niche product.