Explaining FGR's and vein graphite's competitive advantages

Normally I don’t bother with the usual noise emanating from chat sites like Hot Copper but there are times when some of the misguided souls need firmer direction. It is unhelpful when they promote views that are not well founded. (NB: I have never been on Hot Copper, but clients sometimes tell me what is going on).

We have seen an extraordinary 117% rise in coking coal prices over the last few months. The first response to such a rise might be to say that it is unsustainable, but think again. Japanese steelmakers have just agreed that they will pay US$200 pt for the next three months compared to US$81 pt in the March quarter. What dramatic turnaround!
 

 WeeklyComm15October2016.pdf