In this episode, Julian Babarczy, non executive director of Lincoln Minerals, explains why graphite is unloved, but that’s where the long term opportunity is.

3:29 – Prefers the less crowded trades

7:03 – The graphite winter is nearly over

9:02 – No longer a one project company

12:11 – Reshoring battery mineral supply chains

17:21 – Bullish on most commodities

22:26 – Embracing the long term investment cycle

25:43 – A twist on a margarita

If you’d like to learn more about Lincoln Minerals, go here: lincolnminerals.com.au