Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James et.al, I guess like MM yourself many readers would have a smattering of lithium names in their portfolios. But graphite is harder to play. Forget Syrah as it's African mined, but what other graphite names would make the team? And is RNU one of them? I do enjoy my subscription. Cheers Jeff
Hi Jeff,
We would probably have Renascor Resources (RNU) in the mix along with Syrah (SYR) which you don’t like, Volt Resources (VRC), Magnis Energy Technologies (MNS), EcoGraf (EGR) and Quantum Graphite (QGL)
However these are a very speculative bunch of miners who find doubling/halving a regular occurrence hence they aren’t on our radar at this stage but if we did we would probably plumb for SYR even though it has Africa exposure.
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