The fervour for graphite exploration shows few signs of letting up, but with more and more companies piling into the industry, despite warning about the comparative narrowness of the future demand window, judging quality projects is tricky.
CSA Global’s Dr Andrew Scogings, Dr Bill Shaw and Jason Chesters, CFA resource analyst at Patersons Securities Ltd take a look at the field and suggest some parameters for assessing individual developments in the article “Rank and File: Assessing graphite projects on credentials” in the August edition of Industrial Minerals Magazine.
ABOUT THE AUTHORS
Andrew is a highly experienced geologist with expert knowledge of industrial minerals exploration, mining and processing, product development, market applications and commercialisation processes. He provides CSA Global’s clients with his expertise in industrial minerals exploration management, technical evaluation of exploration and acquisition targets, geological modelling and industrial minerals resource estimation. Andrew is a regular contributor to Industrial Minerals Magazine and has published several papers on the requirements of JORC 2012 Clause 49. He was recently recognised by the AIG as a Registered Professional Geologist specialising in industrial minerals.
Dr Bill Shaw has over 40 years of experience in economic geology, resource evaluation and mining. He has operational experience in gold and ferrous metals and resource modelling experience in many commodities. Bill has audited mineral resources and ore reserves to international standards including the Australasian JORC, US Securities and Exchange Commission, Canadian NI 43-101 and South African SAMREC international standards. He has been involved in the management of large evaluation projects and major audits. He is on the Joint Ore Reserves Committee (JORC) and is President of the Australian Geoscience Council.
Jason Chesters is a Resources Analyst with Patersons Securities. He was previously the Head of Equities at Patersons Asset Management and Fund Manager of the Resources Funds, having joined the firm in April 2009. He has worked in the investment industry for over 20 years in roles covering funds management, equities and commodities research and investment strategy. Jason holds qualifications in Economics, Investments and Finance, is a CFA charter holder and is currently the President of the CFA Society Perth.
PUBLISHED BY INDUSTRIAL MINERALS MAGAZINE