RE: RE: Standard Graphite-SGH I agree that a basket approach of graphite plays is a smart play. My favorites are LMR, CED, FMS, NGC, EGZ.
CED does have the potential of a huge graphite resource near tidal water which is great, it just may take a while for them to actually start producing as compared to companies like FMS and NGC, and even LMR. Your leaders will be FMS and NGC and I think LMR offers the most upside. Most graphite plays should do well as this sector continues to heat up. A confirmed breakout for FMS now and today may have been the start of a nice run.
-VSP
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