Great Lakes Graphite Inc (GLKIF)

[pointofreturn]

Whether you realize it or not, graphite is all around you. Right now it's mostly consumed for refractories, batteries, steelmaking, expanded graphite, brake linings, foundry facings and lubricants. But things are changing and incremental demand is forecast to increase substantially due to emerging green initiatives and clean technologies. Graphite is quickly becoming a necessary material in a plethora of high-tech applications, and graphene (which comes from the base material of graphite) has the potential to "change the world."

Many investors are still trying to understand graphite and its market, which is what I'm setting out to help accomplish in this article. I'll explain what graphite is, different types and deposit geology, current and future uses, supply and demand trends, pricing, a brief market comparison, and most importantly, my six key criteria for what you need to know to be an informed investor in the graphite sector. I'll also briefly discuss the graphite companies that I currently own and why, as well as conclude demonstrating some impressive performance metrics in the sector as of late.

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http://seekingalpha.com/article/2504085-why-the-graphite-sector-is-heating-up-how-to-evaluate-opportunities-and-what-i-own