Perhaps you don’t remember the near collapse of FMG and AGO...

Perhaps you don’t remember the near collapse of FMG and AGO after the iron ore boom ended. Almost any miner can succeed in a ‘bubble’ or ‘boom’ period but history has proven that not all can make it through tougher times. The graphite sector will be no different.

Our in-house graphite specialist sees the suitability of graphite feedstocks for LiB production a little bit differently than yourself. I hope you have accurately quoted Dr Edward Buiel. Here is what our graphite has to say:

“Not all graphite occurrences are suitable for producing battery (spherical) graphite and the ability to manufacture high quality, cost competitive, purified battery (spherical) graphite products is significantly influenced by the composition of the natural flake feedstock. As lithium-ion battery manufacturers increasingly seek to improve battery cost, weight and performance, anode producers are focussing on securing consistent supplies of high purity, more sustainably produced, battery spherical graphite.”

Maybe you’re right and maybe you’re wrong but I figure that if I invest in a graphite producer whose graphite has undergone extensive testwork then I should be ok. I don’t want to invest in a company that can only prosper during the ‘bubble’ and ‘boom’ times.