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FiendishRedbeard

7,936 Posts.

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18/04/18

00:24

Post #: 32512660
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Originally posted by Anton Chigurh ↑

Good articles.

I hold only SVM. The BOD have consistently made me good money with previous projects and being a very low cost producer, they should be viable at deflated prices.

Which leaves, 1) sovereign risk (permits) and 2) offtake risk. 1) I think is more than factored into the current price and, 2) I think is mitigated by the first paragraph.

And I could be wrong, so dyor

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NVX now telling the market that artificial graphite will continue to dominate and expand vs natural graphite because it’s a better product...
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