Gavin Wendt

Graphite play Kibaran Resources (ASX: KNL) has maintained its strong performance, due to high-grade drilling and metallurgical results. The company is one of our preferred graphite sector exposures and its share price has doubled over the course of the past week - but for good reason. It released further outstanding high-grade graphite drilling results on Monday, which followed on from the release over the past fortnight of initial high-grade drilling results, along with ultra-high grade/low impurity metallurgical test-work results. All of this demonstrates that Kibaran has the capacity to produce ultra-high quality graphite from its Epanko deposit in Tanzania, enhancing commerciality, and improving the prospect of further strong share price upside.



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Gavin Wendt

I think there are some quite attractive exploration/emerging production opportunities on the ASX James. Many of these are indirect exposures, i.e. zinc is just one component of their commodity exposure, and these include KBL Mining (ASX: KBL), Rox Resources (ASX: RXL) and TNG Ltd (ASX: TNG).

James Marlay

Gav, I am not sure if you cover the space but I would love to know where you see exposure to Zinc on the ASX? I have been following your posts on the Zinc market pretty closely and would be interested in your views on listed exposures...