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Re: checkmate28 post# 33585

Wednesday, 07/19/2017 5:54:44 PM

Wednesday, July 19, 2017 5:54:44 PM

Post# of 35697
CM, now I get what you were saying.

I have looked at DNI a few times but have stuck with GLK, partly out of habit, but mostly due to research.

The reality is that graphite deposits are very common and often right at surface, which is why we make pencils from it, so IMO what will define the winners in the junior graphite space are the companies that work their way up the supply chain and can produced specialized products for big buyers. Based on their PR yesterday, GLK has now proved they can use an existing facility that currently uses only synthetic feedstock to produce specialize products from natural graphite. The next step is for potential buyers to test it out.

I do read your posts carefully, time permitting of course, and appreciate your insights even if I don't always acknowledge or act on them.

LC

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