Graphite: The six steps to striking success
Published: Wednesday, 26 November 2014
This report aims to compare and contrast 21 listed graphite plays (13 ASX, seven TSX and one AIM) and shed some light on important factors to consider when assessing graphite (and indeed other industrial mineral) projects1. Andrew Scogings, IM Consultant, and Jason Chesters, Resource Analyst at Patersons Securities, look into the listed companies using parameters set out by Patersons in August. The project list is by no means exhaustive, and should be seen as a general perspective on the current state of play.
The graphite sector remains highly topical and the share
prices of most of the listed stocks continue to react
positively, although they are well off the highs seen a few
months ago. This is illustrated by the graph in Figure 1,
which compares the price performance of the ASX-listed