Bishop Research and Analytics
Research analyst, long/short equity, Deep Value, long-term horizon

Mason Graphite: Graphene Revolution, Lithium-Ion Battery Growth, And China Supply Woes Offer A Compelling Opportunity

Investment Thesis Summary

Mason Graphite (OTCQX:MGPHF) is a Québec-based mining company that is developing the graphite resources of its Lac Guéret property in northeastern Canada. Technical reports and preliminary assessments show this property is rich in high-grade, high-purity flake graphite, which is the primary manufacturing component in lithium-ion batteries. As the rapid growth in lithium-ion batteries accelerates in the short term, a revolutionary new material called graphene offers the potential to change our lives through a vast array of commercial products that were previously only dreamed about in the realm of science fiction. Isolated in a laboratory in 2004 by two scientists who were later awarded the Nobel Prize for Physics, graphene is a two-dimensional, one-atom thick material...

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