Nsomniyak Glad your paying attention to the hints. Things are really starting to line up. Going to highlight here for lack of time. Since you know me, you'll get where Im going and we can fill in holes later if you need.
First Graphite is soon going to be in play with the battery mega factories coming on line soon. These companies should need offtake agreements soon. That starts happening and graphites going to get some play.
Fact “natural graphite in a lithium-ion battery actually increases the energy density of the cell, making the battery much better. Better meaning natural will be stronger, cleaner for less cost than the current synthetic. Im a former fuel systems designer with some fuel cell systems exp as well, plus well connected to battery system mega experts. I believe this demand will be dwarfed by the coming green energy movement that all needs to store energy in Lithium Ion batteries that are all about 70%+ graphite. Density rich lower cost, cleaner graphite solutions will be welcomed.
Most all the current list of top 10 graphite company/projects are not going to make it to production. Reason High CAPEX/OPEX plus their not permitted. The market is starting to realize this. DNIs key advantage is they have Saprolitic dirt, are fully permitted for production plus they have Dan Weir and John Carter (You'll find out what that means later).
IMO Dan stuck to his guns for 12 mths trying to get a better move forward deal. Shareholders should be glad he held out and didn't give away the farm. To sum up recent PR's, DNI is officially out of the gate with these deals if they can get them signed. Many catalysts should happen fast. IMO DNI is in a great position and risk is very low if they sign the deals. With the 49% earn in from the drilling company, they can than focus on the lab and get that closed as well. In 6 mths time, DNI will have a full NI43-101 compliant resource and PEA, basically shovel ready, again the Saprolite advantage. This will prove them to be have one of the highest grade, best quality, lowest cost, fully permitted graphite projects outside of China. They will be shovel ready. Once they get there, DNI will move to the top of that top 10 coming graphite producer list, get market coverage and the market map will follow.
I see both the Cougar and Alberta deals, being huge steps forward, towards uncapping the company value. The Cougar deal, as win win either way it ends after the drilling, and the Alberta cash as a way to secure the lab with better terms. The lab catalysts are a whole nother post. I dont see any equity deal happening unless its good for the share holders as insiders are aligned. This is all in terms relative to the company's micro market cap. If I was you, I would chip away at the few shares available now, drill into the companies potential, call Dan if you need and thank me later. Ive built a large position from .03 - .04 offerings. Not much risk there.
All in my honest opinion
Checkmate28
