GREY:ABGPF - Post by User
Comment by
micromanageron Sep 24, 2015 8:54am
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Post# 24130841
RE:RE:Graphite Industry Update: Newcomers Outshine The Old Guard
RE:RE:Graphite Industry Update: Newcomers Outshine The Old Guardstockguru1982 take a look at Ben Kramer-Miller's graphite stock picks over the last 2 years. His dig on management is crazy - there's not only Don but also Rick, Jean and Daniel comprise the most commercial graphite experience of any junior graphite miner publicly listed today. Coupled with the best location, Ben's commentary doesn't make sense. Ben was burned on a call of Focus and is bitter I get it but he has to blame more than Don - it was Gary Economo and the Board there that are ultimately responsible. But discarding Rick, Jean and Daniel as unexperienced graphite management is wrong. Looking at Ben's track record in graphite doing the opposite of what he says seems to be a trend that works. I'm waiting on news for graphene so I'm not critizing him on that until we get further info.
ALP management has stated clearly they are going after value added areas not just bulk graphite which doesn't make economic sense today but that could easily change well before they are in production. When graphite prices move up, they do fast and furious. PEA coming out very soon, so we will see very soon if Ben is right or wrong.