Simon Moores Talks Prices and “Serious” Graphite CompaniesGIN: What graphite companies would you suggest investors keep an eye on?
SM: You can really see the companies that were riding the resource wave and those that are serious now. What’s happened over the last three years is graphite became the flavor of the month and there was a boom, with many, many companies getting into the space. The ones you still hear about now are the one that are still serious.
Energizer Resources is an example of a serious company. They’re basically developing a really big flake graphite deposit in Madagascar. Their deposit is perfectly located in terms of emerging Asian nations for the battery industry, it’s a big deposit of good flake – which Madagascar is known for – and it’s low-cost production that, with the numbers out there, can compete with the Chinese. They’re one of the companies that’s vying for premium investment dollars.
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