May 06 2024 26 mins 6
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
