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Thursday, 06/21/2012 6:05:38 AM

Thursday, June 21, 2012 6:05:38 AM

Post# of 51
TGR: What are your investment themes for non-precious metals equities?

GI: One of our major themes is in what we call "green metals," metals that will benefit from the environmental issues associated with global warming and climate change. An example is the lithium/graphite complex. We fundamentally believe in the green metal theme and have decided that the lithium/graphite complex (Lomiko example) will be a winning technology.

If you believe market penetration for electric vehicles will be in the 3-4% range over the next 5-10 years, graphite prices will have a lot of upside. If you believe in market penetration rates of 10-15%, graphite prices will have to be that much higher in order to bring out the amount of material needed.

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