
Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.Tuesday, June 24, 2014
Tesla Gigafactory Could Be Boon for Graphite, Lithium, Cobalt: Simon Moores / Companies / Graphene
By: The_Gold_Report
Tesla Motors makes the most sought-after electric cars in the world. Those cars run on advanced electric batteries and Tesla CEO Elon Musk wants to build them in America. Tesla has dubbed its $5-billion pet project, the "Gigafactory," and it could be up and running by 2017, prompting the need for battery-grade materials like graphite, lithium and cobalt. In this interview with The Gold Report, Simon Moores, manager of industrial minerals data with London-based Industrial Minerals, helps readers sort out the critical materials investors should keep an eye on.
Wednesday, January 15, 2014
2014 Graphite Outlook: Price Rebound, Supply Shift and New End Uses / Companies / Graphene
By: Metals_Report
China's recent halting of flake graphite production in Pingdu, Shandong, made headlines, and has many investors wondering how supply may shift. Simon Moores, manager of Industrial Minerals Data, tells The Mining Report that he sees an interesting dynamic unfolding in the graphite space over the next five years. As buyers for steel and battery markets compete for limited graphite supplies, the winners will be companies that can deliver the best, tailor-made products. In the meantime, offtake agreements are signaling a new confidence in the sector.
The Mining Report: Simon, China is putting mining on the back burner while it cleans up damage done to the environment by mining and other industrial work. Graphite processing facilities, including those in Shandong Province, have halted flake graphite production. Will that affect prices?
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Friday, January 03, 2014
The Single-Best Graphene Investment Play on Earth / Companies / Graphene
By: Money_Morning
Michael A. Robinson writes: Imagine an “alternate reality” where it is possible to balance a Mack Bulldog tractor trailer on the sharpened tip of your No. 2 yellow pencil.
And imagine, also, that the tip of that same pencil is worth a small fortune.
This “reality” that I’m sketching out for you isn’t something that I grabbed from the plot of one of those cheesy Sci-Fi Channel late-night movies.
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Wednesday, March 13, 2013
What You Need to Know About Investing in Graphene / Companies / Graphene
By: Money_Morning
Michael A. Robinson writes: In my note on Wednesday, I remarked how many of you have lots of questions about investing in exotics, particularly the "miracle material" graphene.
Turns out you aren't the only ones who want to know more about this exciting new field. My good friend and colleague, William Patalon III, decided to interview me for his excellent advisory service, Private Briefing.
Since this is becoming such a popular topic for investors these days, I thought I would share the full interview with you today. It's a comprehensive look at the forces driving this sector.
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Wednesday, March 06, 2013
Three Ways to Become a Graphene Investor / Companies / Graphene
By: Money_Morning
Michael A. Robinson writes: You've got a rare opportunity to be a high-tech "wildcatter" - thanks to a new miracle material that is destined to revolutionize just about any industry you can think of.
Medicine and biotechnology ... electronics ... energy ... computers ... they'll each be revolutionized by this new substance.
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