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Created: 10/09/2014 01:26:33 PM - Followers: 5 - Board type: Free - Posts Today: 0
Why The Graphite Sector Is Heating Up, How To Evaluate Opportunities, And What I Own

During the graphite boom in 2012, investors experienced a huge run-up in graphite stocks, only to be let down as their performance drastically outpaced their fundamentals.
There is now an opportunity for contrarian investors to re-evaluate the sector given recent events: the stabilization of prices; projects starting-up or near production; and off-take agreements being signed.
Blue-sky potential remains enormous from the incremental demand that will be created by ‘technology grade graphite’ to be used in emerging green initiatives and clean technology.
Supply and demand trends are extremely encouraging, spurred largely by resource nationalism, industry consolidation, and Tesla's gigafactory which alone is supposed to at least double worldwide graphite demand by 2020.
The NIA graphite explorers index is up ~70% YTD, posting most of those gains quietly this summer, and primarily by advanced projects which are still a ways off their all-time.
 

Current Uses and Future Growth Applications

Graphite has been referred to as the material used in every industry yet in small enough quantities that no one talks about it. The majority of the world's graphite is used in traditional applications such as refractories, steel-making, foundry moldings, auto parts, and lubricants. Minor uses such as batteries, pencils, electronics, and numerous other products account for the remaining graphite consumed each year.

Future demand growth is anticipated to be driven by 'technology grade graphite', to be used in emerging green initiatives and clean technology. Including applications in fuel cells, lithium-ion and vanadium redox batteries, energy storage, solar power, water purification, and pebble-bed nuclear reactors. Not to mention graphene, coequally dubbed the 'miracle material', a one atom thick layer of carbon atoms which some researchers claim "it's the most important substance to be created since the first synthetic plastic more than 100 years ago."

(click to enlarge)

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#71 It seemed like a while ago the board Auer 11/11/2020 11:00:59 AM
#70 Is there heavy dilution here? 777 03/01/2020 02:20:37 AM
#69 What caused this to crash? 777 03/01/2020 02:20:07 AM
#68 I do not know if the Great Lakes mattvl 08/27/2019 06:06:36 AM
#67 Is this a market for Great Lakes Graphite?? mattvl 08/27/2019 06:04:47 AM
#66 Triple zero two. Makes the market cap about $85,000 willlbone 08/06/2019 10:08:28 AM
#65 This roller coaster we are is killing me Ryan13 03/19/2019 02:11:41 PM
#64 Nice. Glad you're in the Green at this Garyst 03/18/2019 11:55:39 AM
#63 Yes and I have tried to pick this Ryan13 03/18/2019 10:53:49 AM
#62 Holding up nicely here and since early Feb Garyst 03/18/2019 10:36:52 AM
#61 Yup. I am fully green and profitable today. Ryan13 03/15/2019 07:00:08 PM
#60 I think we are going to end this Ryan13 03/12/2019 11:50:11 PM
#59 I think we are still halted on trading, Auer 03/11/2019 06:09:28 PM
#58 Just waiting on some news, nothing but good Auer 03/11/2019 11:57:32 AM
#57 Light volume so far Garyst 03/11/2019 10:48:03 AM
#56 Looking forward to this year for sure! Lots Auer 03/11/2019 08:18:24 AM
#55 They are definitely working with some large companies Ryan13 03/11/2019 12:23:42 AM
#54 That is great. They should be posting news Ryan13 03/11/2019 12:18:17 AM
#53 Ohh yeah!! I am hoping we see some Auer 03/10/2019 09:54:17 PM
#52 I did. I grabbed a few midday. Garyst 03/10/2019 08:33:18 PM
#51 Did anyone see that jump to $.10 on Ryan13 03/10/2019 02:37:00 PM
#50 Looks like they dropped a little update. Ryan13 01/22/2019 12:39:56 AM
#49 Well I shot an email out to my Ryan13 01/03/2019 02:56:34 PM
#48 Come on ceo.ca to talk about it or 21elliot21 12/29/2018 04:42:20 PM
#47 I thought I was the only one left Ryan13 12/29/2018 04:38:01 PM
#46 BOOM! Hey guys, while we wait for sunshine to 21elliot21 12/28/2018 08:17:54 AM
#45 Great Lakes Graphite, Inc. Seeks To Become Key Ryan13 08/10/2018 10:05:16 PM
#43 If they get a DOD contract, this will Ryan13 07/27/2018 12:21:43 AM
#42 Come on stockhouse or CEO.ca if you wanna 21elliot21 07/26/2018 09:06:17 AM
#41 This stock has been so quiet for so Ryan13 07/26/2018 02:42:57 AM
#40 This is great news. When I talked to Ryan13 07/24/2018 12:48:02 AM
#39 NEWS : http://novocarbon.com/great-lakes-graphite-pursues-us-department-of-defen 21elliot21 07/23/2018 09:20:20 AM
#38 Very impressive website! Sugarflower 01/31/2018 10:06:38 PM
#37 Can someone tell me if the micronized natural jefra1965 12/01/2017 12:04:37 PM
#36 GLKIF just entered into an agreement with GPHBF. Ryan13 11/20/2017 12:34:42 PM
#35 The last 2 updates are phenomenal. I email Ryan13 11/05/2017 09:45:23 AM
#34 This board is still sleeping. We've got IonSpeed 07/20/2017 07:21:30 AM
#33 This is still one of my favorites. Wish Ryan13 06/16/2017 12:37:37 AM
#32 This is going to be a great week Ryan13 02/20/2017 02:17:18 AM
#31 Another sale and great Lakes is taking great Ryan13 01/25/2017 12:07:46 AM
#30 Starting off the new year great. Ryan13 01/13/2017 09:21:45 PM
#29 Slowly inching upward here. Let's hope Matheson IonSpeed 01/11/2017 10:19:17 PM
#28 They have been posting so many updates lately. Ryan13 01/09/2017 10:38:24 PM
#27 Great Lakes has placed additional orders from $DMNKF Luke_McCain 08/31/2016 02:13:04 PM
#26 News: Great Lakes Graphite Announces Repeat Purchase Orders Luke_McCain 08/31/2016 01:17:02 PM
#25 $GLKIF @ http://MicronizedGraphite.com Luke_McCain 08/15/2016 05:51:33 AM
#24 Massive volume yesterday. Let's hope the volume IonSpeed 07/28/2016 08:01:32 AM
#23 Ontario Gov. Investing in Great Lakes Graphite http://investingnews.com/daily/re IonSpeed 07/23/2016 03:09:20 AM
#22 News: Great Lakes Graphite Selects Consultant for Quality Luke_McCain 06/30/2016 11:57:52 AM
#21 Private Placement completed, also shares for debt transaction. Luke_McCain 06/27/2016 10:43:00 AM
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