@Rocket6 will be an interesting year, Syrah (SYR) is also an interesting geopolitical play being the largest working deposit outside of China, with refining capacity coming online in the USA...

Another one to keep an eye on will be International Graphite $IG6. From my high-level understanding, they both mine and refine/process the graphite in Australia (WA) and send it off to whoever needs it.

Beyond that, I am not in a position to comment on the financials.

More info on their site

@Wakem & @Timocracy, add Talga (natural anode, EU) and Novonix (synthetic anode, US) to the list -- the latter is personally my favourite play in the graphite space. But I will be looking to establish a position in Talga in the coming weeks also. I think these are both undervalued by a market that is being darn' shortsighted. I am happy to wait; these will both likely be producing stacks of cash in five years' time and I think the risk/reward is favourable.

@Timocracy another local one to keep an eye on is Renascor (RNU), who have a manufacturing operation in SA with government support. Again, patience is required here, but it looks interesting.

Ah, yes @Rocket6 I've seen Talga kicking some goals lately. Also excited to see how they and Renascor translate that into printing money!

https://www.livewiremarkets.com/wires/commodity-predictions-for-2023-part-1

See prediction #2, a bull case for battery-grade graphite.