GREY:ABGPF - Post by User
Comment by
Purveyoron Oct 04, 2017 10:13am
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Post# 26774693
RE:RE:CSPG vs LLG
RE:RE:CSPG vs LLGTechnology is part of the equation. True. And that creates the edge for home grown Graphite.
It it appears though, when all is said and done, demand will outpace production.
International battery manufactures are ramping up quickly which will put big demand s on an otherwise scarce resource.
100% home grown will be preferred over import (from anywhere)
quote=Wever1974]
Comparing the 2 companies is apples and oranges.
Mason has one of the highest grade resources out there.
Syrah is a better comparison to mason . Alabama is about
technology not grade. The grade of Alabama is on the low side ,
technology is what does it for them.They have it some major
milestones recently which is creating a buzz.
Graphite market in China is changing and doing so quickly
, which will drive prices higher in certain flake sizes. That's
what's moved Mason's price up 30% in 3 weeks which is bacically
same time Alabama ha moved up close to 66%as of close yesterday .
That suggests bigger money moving into the entire sector
wherd practical (near term viable)
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