Thanks for the great comparison. I'd like to add that the price of gold is easily capped (for many reasons) as there are paper markets, many times larger than the physical markets, that control the price of that commodity regardless of the supply/demand curve for the physical

There are no such paper market caps on graphite, and this is a truly unique and valuable type of graphite that will, imo, sell for what it is really worth rather than be capped by paper market manipulation.

So once its utility and value are revealed to the satisfaction of the markets, i see it as a much lower risk buy than say Osisko, or any other company that produces commodities that are controlled by paper markets.