Great Lakes Graphite Inc (GLK.H)

[pointofreturn]

Why The Graphite Sector Is Heating Up, How To Evaluate Opportunities, And What I Own

Summary

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.

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