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Yea dissapointed in this. I sold both these and sxo lol.
Running zoomed!!!!
It makes you wonder with all things going on, how they are unprepared for the Russan war on energy, would the real Uranium bull market is around the corner?
Have a lot of respect for Canada (Montreal), they are rich in these battery-making materials and very supportive of this. The more I read, the more I found out what they have,
Dec 12 2022
https://www.fastcompany.com/90801710/nasa-graphene-battery-electric-flight
https://www.graphene-info.com/nasas-project-sabers-testing-graphene-battery-could-be-game-changer-aviation
But the most shocking result was the battery’s energy density. SABERS delivers 500 watt-hours per kilogram, which doubles the 260 wh/kg of the best cars, and surpasses Carnegie Mellon’s objective of 480 wh/kg needed for regional flight. “It far exceeds the capabilities of lithium-ion batteries that are considered to be the state of the art,” says Viggiano.
Graphene Science
Difference Between Graphite and Graphene
Recent graphite price weakness masks phenomenal demand growth
October 12, 2022
For 2023, Fastmarkets forecasts natural graphite consumption in the battery sector to rise to a par with consumption in the refractories sector, and to far exceed refractories consumption of natural graphite in 2024.
By 2025, we expect natural graphite consumption in batteries to exceed consumption from all traditional uses combined.
https://investingnews.com/natural-synthetic-graphite-significant-deficit/
Dec 08 2022
Speaking at the Los Angeles-based conference, Miller added that although there is currently greater demand for synthetic anodes, demand for natural anodes is predicted to overtake synthetic this decade.
“There is a scarcity of graphite projects, there's a scarcity of economic projects and there's a scarcity of projects that actually are going to be vertically integrated,” he explained in a panel at the Benchmark Week event. “Manufacturers, especially for graphite, are looking for one criteria you have to have: you must be vertically integrated.”
In order to meet the unprecedented demand expected in the coming decades, Benchmark Mineral Intelligence estimates that up to 150 new operations across natural and synthetic graphite are needed by 2035.
It is good to be early in this and I hope we do.
NGPHF was $0.04 in 2019 and is 10x at this point.
Not yet Brother.
I have not bought into this. Just monitoring. Looks dead for now
Is that an indication of price moving up? I assume they would provide more liquidity?
Welcome back my friend. Have not seen you for awhile. Hope things are well
Any news on this?
SNPW Subsidiary Sun Pacific Power Corp Receives "A" Investment Grade Underwriter Support to Provide Insurance Wrap for $50 Million Funding of US Solar Manufacturing Plant
Would be nice if we can have a sticky here. I am looking from my Iphone so I cant see if this kind of forum has that kind of capability.
We can list all the Graphite stocks if that is the case
Thanks for the invite
Thanks for the invite
New 2 offtakes -Ford and Toyota?
Funding of $1.2B from loan (so less chance of dilution)?
Production in 2H of 2025?
Sounds like a good time to enter betweeen now and mid 2024
The amount of research TC is doing is insane. I wish I have 25pct of his knowledge lol
Closing high $0.245
Down the road, the requirement for Battery manufacturing is going to be tightened. 80% of the battery materials must be made from countries that have free trade agreement.
Still far but its good to be in Canada
Breakin out? :)
Doing pretty well in Asutralia
Is this dead?
Lol. I was up late last night (I am on Central Time). I have been downloading and searching youtube videos for me to listen on the plane
Yaass, been searching a couple of good stocks on graphite. I think I have 4-5 potential targets that I intend to follow closely. Personally I think SYA#AF is pretty good but I am hoping to find something like Sayona before it gets known. More risk but more reward. Could very well be 20-40x if I am lucky enough lol
Will send you PM on Stocktweets in a couple days or early next week on what I found..
If this pans out and follow SYAAF, this represents 42-55x
SYAAF currently worth almost $1B. GBMIF is $2M. Its 500x from here if things pan out
Do you have any idea when we will be delivering products? Warrants od $0.08 when the price (I assumed Canadian $) was about $0.05 looks promising to me
This and Mason so far are two I am paying attention to in past 2 days
Does anyone know timeline for production? This June 2021 slide said they are ready for production and it takes 12-18 months.
https://masongraphite.com/wp-content/uploads/2021/07/MasonGraphite_Presentation.pdf
Are you still in this? Seems like 2023 will be the year for graphite. Out of all
Plays out there, I feel this is one of the most undervalued with indirect ties to Tesla.
LOL
I just opened both links you provided and realized you also posted about graphite. Wonder if this is going to be the next runner (after LI) this year. I need to do more reading and find one or two. Would be nice to move in early and see 10-30x returns.
Is this material the next runner?
https://www.mining.com/graphite-poised-to-do-a-lithium/
https://www.supplychaindive.com/news/graphite-shortage-ev-electric-vehicles-supply-chain/626870/
https://investingnews.com/natural-synthetic-graphite-significant-deficit/
https://investorintel.com/critical-minerals-rare-earths/these-are-the-graphite-leaders-as-we-head-towards-a-forecast-graphite-deficit-in-2023/
CBULF??
I am still monitoring this one :)
Not sure if bottom is in though.
Looks like we missed out on NSRCF
https://investmentu.com/graphite-stocks/
To be honest I dont think this will ever produce. Been watching this when this was BMIX and they put out news here and there, drilling, more area required but never produce anything
You may say that mining is a long game. It is - but there is nothing to show for over the years.
BMIX just trying to capitalize in Lithium boom, imo
I pulled a three year chart on this app and it shows a big gap (down) in Jan 2021. Yet my TDAmeritade does not show any gap around the same time
Thought?
My coworker supports Tesla in Austin as a contractor. I asked him how is the business there, is it picking up?
He said “I don’t know. All I know is Tesla is trying to produce as many cara as possible and get them out of the door as soon as possible. They are also getting ready to buils truck asap”
This is going to be lit lol
Just started to follow this. With 1.2billion shares ans over 700 mill MC, what is the upside on this and what is your PT?
How does it make sense? Float of 350k and volume over a million today?