GREY:ABGPF - Post by User
Comment by
vessobon Sep 12, 2015 8:12am
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Post# 24098516
RE:Graphite Industry Update: Newcomers Outshine The Old Guard
RE:Graphite Industry Update: Newcomers Outshine The Old GuardTerrific post Dr Fouad ... Some interesting opinions by the Seeking Alpha author ... But I'm left with the feeling that no graphite company is suitable after reading the article ... Which doesn't jive with the reality that the demand for graphite just to satisfy Tesla alone will be significantly larger than the industry's capacity today ... Someone is going to have be supply ... And given the dtate of Nevada's recent displeasure of Teslas lithium off-take announcement with a Mexican group, the graphite will HAVE TO come from America. What most probably place for it to come than from a previously working mine? ALP is a high probability contender in my books.