This is about a month old now and I don’t recall seeing it posted here. If it has been, my apologies.
This would be one of the most comprehensive articles I’ve read regarding Graphite. Yet surprisingly, Renascor doesn’t get a mention, which just goes to show that when it DOES get more coverage in the investing world, it should re-rate with ease. My only criticism of the analysis is the disregard for the growth of graphene, given the expansive research being undertaken across the globe on this product. Graphene alone, once easily produced from concentrate, without environmental constraints and done so in a cost effective manner, will change the way we live.
https://seekingalpha.com/article/4204483-landscape-graphite-investing
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This is about a month old now and I don’t recall seeing it...
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