The Graphite "Bubble" Maybe there is a 'bubble' in 2012, maybe "Graphite" is the REE of 2012. Maybe marginal producers will see impressive gains in 2012/13 regardless of the economic realities.
BUT (and for this reserved English man) this is a BIG BUT:
FMS is the real deal. There is no smoke and there are no mirrors here. 16% grade simply equates to the lowest cost of production on the North American continent, a continent that has specifically identified Graphite as a critical material, not the talk of a BS paid investment site pushing a Graphite agenda, but the Government of the US of A . Critical to it's success in industry.
In theory (but hopefully not in practice) we can undercut all-comers on price alone, we can survive when others fall. We can weather an world recession, we can just cut our cloth to match the market realities. It may not be paletable, it isn't what we want to see, but it is the simpe truth of an investment with FMS.
When the music is over, there is no need to turn out the lights with FMS.
This is the premier graphite investment, of that i have no doubt. Let the pretenders come.
GLTA