Northern (especially) and Mason have both seen PPS rises in the last few days...on little or no news. My DD tells me that Focus is better positioned than either, yet Focus has seen limited uptick. What gives? Is there a new graphite rush underway, and if so, why doesn't Focus follow suit?
I agree with you, and I think graphene is the bigger win. I disagree about the gig. news forthcoming though. The whole thing is still a concept, and Tesla hasn't even picked a state to build it in yet. This is one of the most intriguing stories in America right now. Eventually word will leak of an anonymous buyer purchasing a ton of land somewhere in the SW...nobody knows how to keep a secret, so it'll be revealed that its Tesla. This is how the world will find out that the gig is a go! An offtake agreement for graphite wouldn't be on the "first 5 list" of things to accomplish for the gig. I think it will happen, and hope it does (I wont bet against Elon Musk) ...but that's not why Northern is spiking (IMO).