Informativer Artikel gestern auf seekingalpha erschienen. Der Autor pusht zwar etwas viel NGC und ZEN, aber es sind einige gute Info/Zusammenfassungen über den Graphit-Sektor ebenfalls im Artikel vorzufinden.
The Graphite Investment Boom Is Just Starting April 10, 2012 | 2 comments | includes: NGPHF.PK, ZENYF.PK Introduction
Graphite is quietly emerging as a strategic industrial material in short supply, similar to the rare earth commodities. Years of underinvestment in new supplies, and growing demand sources, have caused prices to rise sharply in the past few years. China, as the world's dominant supplier, has significantly curtailed exports in an attempt to exert greater control in the market. As a result, it's not entirely surprising that the EU named graphite as one of 14 critical materials along with the rare earth elements.
EU Names Graphite a "Critical Material"
A new global rush to find quality graphite supplies has just begun. However, not all graphite is created equally, and there is significant quality variation that determines its price and value, which can range up to a few thousand dollars per ton. When investing in graphite companies, it's essential to find the emerging producers with the right quality graphite to supply the fast growing end markets, assets with proximity to infrastructure, and a management team with skin in the game that can advance the mining project.. Link: http://seekingalpha.com/article/...e-investment-boom-is-just-starting |
