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Message: No Flash In The Pan

No Flash In The Pan
OPM’s Toronto Conference Outlines the Future of Graphite Mining
By Ted Niles

Presented in association with the Financial Post, OnPage Media’s May 2 Graphite Express-Conference at the Sheraton Hotel in Toronto played to a crowd of over 300 attendees, including investors, brokers, analysts and media. The event posed the question: After the initial flush of enthusiasm for graphite, does the mineral still have a bright future?

The first of the conference’s two keynote speakers, Chris Berry—co-author of Morning Notes and founder of House Mountain Partners—notes that the graphite market went “parabolic” between December 2011 and March 2012 and that since then it has flattened out. His explanation? “What I’m proposing is that Phase One of this graphite boom is completed. But the trends that put graphite on the map are still intact. I think we’ve entered a new phase in graphite and graphite investing. By no means do I think that this bull run is over. The question is where do we go from here, and how do we interpret this space.”

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