Graphite: The six steps to striking success

摘要

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 graphite sector relative to the ASX300 Resources index over the past 12 months. Speculation over the impact of Tesla Motors' planned 'Gigafactory', announcements by Dongfeng on their electric vehicle and hybrid electric vehicle (HEV) expansion ambitions, production closures and export taxes implemented in China, coupled with continued talk of M&A interest and the potential growth in applications for graphene serves to maintain interest in the sector.