Investment Q&A

Q: Hi
Industrial usage of graphite seems to be gathering momentum. more products are released with graphite (anecdotally, I just bought a hammer at canadian tire with a graphite handle.
Furthermore, ''exotic'' metals (high tech) are gathering also momentum with investors, the likes of Cobalt, Kaolin, rhodium, REE, and many others as pure plays or transformed for new applications titanium with Pyrogenesis for example.
Graphene seems also to be of interest.
Mason graphite has made some headline lately,-Lac gueret has been recognised-I think in part because of the expertise of his CEO.
I was very early some years ago and started to come back.
Your opinion will be appreciated on
NGC
ZEN
LLG
GPH
CSP
CCB
FMS
GLK
NEXT
SGH
Thanks
CDJ

Q: Peter and His Wonder Team
Focus Graphite hit $1.78 in 2011...this year it has crashed from $0.69 to a new low of $0.16 today. I know the board dismissed there chief officer recently and they may not have the funding to begin production. Why do you think the stock is crashing? Is it lack of funding,inability to get the mine operational,poor management or all the above or am I missing something? It is my understanding that they have a quality asset and they have agreements for advance orders. Just based on there assets is this stock worth $0.16? So how would you rate its value...high risk?...a penny stock?... gambling?... or a fair long term contrarian buying opportunity?
Thanks as always...your insights are invaluable to retail investors!
Dr. Ernest Rivait

Q: Good morning, After reading your article on small caps, I'm wondering if you have any thoughts on the canadian graphite or graphene mining companies. Are there any that are already profitable or have a distinct competitive advantage? Thanks, Rod

Q: Can I have your comment on Focus Graphite and Lomiko Metals, as well as your thoughts on the graphite space?

Thank you.

Q: Good morning, Peter & 5i team: Searching back into the questions I've been unable to find any about graphite/graphene companies, so I guess I'll take the first plunge! Would you care to give an opinion on the future of the graphite market, and how would one invest in it, if at all? Would Focus Metals (FMS-V) or Northern Graphite (NGC-V)or similar Canadian companies present possible long-term investment opportunities? Or, would a larger mining company like Teck Resources be a sounder play? Your opinions are much appreciated. Many thanks, John.