Last Thursday, I was pleased to deliver the keynote address at the Graphite Express conference in Vancouver. This conference was the brainchild of Mr. Robert Bick of Resourceclips.com and Mr. Dave Hodge of Zimtu Capital. Their teams deserve a great deal of credit for planning and executing a first-rate conference featuring eight emerging graphite junior mining discovery companies in Canada while providing perspective on this important material to an audience of over 400 attendees. It was a pleasure to participate and great to see so many familiar faces. Presenting and represented companies were:

Northern Graphite (NGC: TSX),
Focus Metals (FMS: TSX),
Standard Graphite (SGH: TSXV),
Cedar Mountain (CED: TSXV),
Lomiko Metals (LMR: TSXV),
Strike Graphite (SRK: TSXV),
Solace Resources (SOR: TSXV) Solace will soon change its name to First Graphite.
Zimtu Capital (ZC: TSXV)

The first and most obvious conclusion is that the graphite sector is hot – white hot. Below is an index I have constructed of nine junior mining graphite explorers in Canada and Australia. It is equal-weighted, and demonstrates the old trading truism that “the trend is your friend.” This new trend appears to have been discovered by investors. Our Discovery Investing Scoreboard (DiS) is producing output indicating an increased interest in graphite juniors with a portfolio Crowd Score of 5.26 (out of10). Most important, this is a rank score that has increased concurrently with interest in the graphite space.

Read More:http://www.discoveryinvesting.com/uploads/MNs_Monday_February_27_2012.pdf