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Monday, 06/12/2017 12:47:12 PM

Monday, June 12, 2017 12:47:12 PM

Post# of 654
$DMNKF: Why a multi-market graphite strategy is important

One of the reasons why I bought this stock is that DW understands that a multi-market strategy - where several graphite juniors are in competition against each other, at the same time, in different markets - is critical to its long-term success.

I have been telling people for years, that always expecting Peter to subsidize Paul's purchase is a terrible business model.

Well, here you go:

https://www.bloomberg.com/news/articles/2017-06-02/denmark-is-killing-tesla-and-other-electric-cars

http://nordic.businessinsider.com/teslas-sales-fell-a-jaw-dropping-94-in-denmark-last-year--and-elon-musk-could-see-it-from-miles-away-2017-6

As I have said in previous posts or email conversations, without subsidies, Teslas, all electric vehicles, and a host of other clean energy products are not that attractive.

Any wonder why Elon Musk has been throwing a lot of temper tantrums lately? He is more charlatan than genius, and intelligent enough to know that without all the "free government cheese" his companies receive, they are not competitive, and most likely insolvent.

This is a problem with buying a graphite (or lithium, or cobalt, or... whatever) junior company that has gone, or planning to go, "all in" the battery sector, and there are many.

Might make a good short to medium-term trade, but when (not if) other countries follow Denmark's paradigm, if they don't have another market to exploit... [POOF!]

You can divide the graphite sector into six, seven, or eight major markets, depending on your info source, and DW is planning to explore all of them, particularly the expandable, which I have already highlighted here:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=131576886

A few more pieces of information:

Bass Metals has recently published an expansion rate of 510 cm3/g (or ml/g), and NEXTSource/Energizer claims that theirs was tested over 500, so this bodes well for DNI and their future Vohitsara number.

With Chinese graphite falling mostly in the 250 to 300 range, anything close to the other Madagascar numbers should be a significant advantage.