What You Need to Know About Investing in Graphene

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In my note on Wednesday, I remarked how many of you have lots of questions about investing in exotics, particularly the "miracle material" graphene.

Turns out you aren't the only ones who want to know more about this exciting new field. My good friend and colleague, William Patalon III, decided to interview me for his excellent advisory service, Private Briefing.

Since this is becoming such a popular topic for investors these days, I thought I would share the full interview with you today. It's a comprehensive look at the forces driving this sector.

And it contains some background material about me that you probably don't already know.

Here's the Private Briefing interview. I hope you enjoy it...

Investing in Graphene

Patalon (Q): Michael ... during a recent discussion, you told me that we are entering the "Golden Age of Materials Science." What did you mean by that and what will this mean for investors? How long will it last?

Robinson (A): What I mean by that is that we haven't seen such an intense, specialized focus on new materials in many, many years. Here's the thing. We simply cannot get to the next level in a tech-oriented world without having the new materials to help us do so. And I'm talking about new materials of all kinds, novel compounds, tweaked molecules, special polymers and more. I recently had a three-hour dinner with a biotech CEO and we talked about why I think this is the Golden Age of Materials Sciences. I related that I am currently reading about hundreds of breakthroughs a month ... taking place all over the world ... and said that I'm struck by how many of these teams now include materials scientists as standard procedure. And he agreed.Remember, your smartphone is an amalgamation of materials of all kinds ... of rare earths ... of gold, silver, plastic, specialty polymers, specialty glass and more.

As I see it, this period will last for at least the next 20 years. If you're an investor, there will be lots of major breakthroughs that you can make money on ... and I'm talking windfall profits ... because the materials guys will keep finding new ways to push the tech boundaries forward. Remember, the world at this point runs very much on silicon. Graphene is important because it's a new, key milestone that is giving the materials guys new territory to explore ... by taking the discovery itself and finding all sorts of new applications. The whole field of nanotech is itself pushing materials science forward ... like carbon nanotubes and Nano gold that works great for medicine.

(Q): You were one of the first investment columnists to see the great potential in graphene. When was that and how did you manage to be so far ahead of the crowd on that great call?

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