Graphite companies that are first to production will enjoy the highest valuations and will enjoy additional opportunities like off take agreements and joint venture opportunities.
Thats exactly what ive been pounding the table on... The ones that are first to market will see the highest valuations and long before they even start producing, off-take agreements will be inked imo.
Landing an off take agreement is as powerful of a PR as you will find in the mining sector. Its like a big contract order before you even produce the product, which makes it easier to garner financing to fulfill the order... Northern and Focus are the closest to seeing a deal, but this news will bode well for the whole sector imo. Speculation will run wild and many new investors will enter the space. Accumulating before this catalyst will be quite profitable.
PS: still waiting on Focus Metals big release.. still halted