Value Microcaps Junior Miners

[checkmate28]

Huesos RE DNI Metals IMO, someone on the outside, probably from another competitor contacted MiningWatch and gave them the false information.
For the record, I personally contacted MiningWatch and spoke with the chief researcher. He was up front, that he was off on a number of counts and still trying to verify some things.

I also dont believe the company is worried about it at all, except for how it may make their investors feel. They know they are making the great efforts to be fair with the community

In the end, I believe its going to be a non issue.

At fast speed, DNI is going to:

1) Put up a world class large flake graphite resource with 20-40 or more years of mine life. It can happen fast with Saprolite and being in Madagascar. This is a bonus catalyst most wont pick up on.

http://www.newsfilecorp.com/release/28754/DNIs-Vohitsara-Saprolitic-Graphite-Project-Drilling-Update#.Wd0SiGiPK70

2) Put out a PEA stating how cheap and fast they can produce graphite. Cheap means extra cheap. See point 1 for same reasons.

3) Close on the current Korean Graphene off take agreement plus add more. My reasoning is that Korean Graphite needs this offtake and finding a reliable supply of the rare large flake now is very limited.

http://www.newsfilecorp.com/release/28461/DNI-Metals-Inc.-Signs-Cooperative-MOU-to-Supply-Large-Flake-Graphite-to-Korean-End-Users#.Wd0R62iPK70

https://finfeed.com/juniors/psm-juniors/peninsula-mines-signs-mou-emerging-producer-expandable-graphite-graphene-korea/20170614/

4) They will build the 6KTPY pilot plant, emphasis on fast, already fully financed with the last PP raise and under the direction of current MGT and directors
See John Carter, Kieth Minty Dan Weir wo've already built 3 graphite plants.
http://dnimetals.com/management/

http://www.newsfilecorp.com/release/28503/DNI-Metals-Inc.-to-Build-a-Modular-Graphite-Pilot-Plant-for-its-Madagascar-Properties#.Wd0SY2iPK70

5) They will get the $15-20Million total CAPEX they need for the 20KTPY processing plant, possibly from an offtake prepayment, a JV with Pinninsula Mines, some equity financing or a combo of the above.

With the coming Electric Vehicle demand Battery metals (Cobalt, Lithium and graphite) are going to be in demand. Cobalt and Lithium stocks have already run up and are in many cases, overvalued relative to current and future value. There is no substitute for cobalt and lithium which is why those prices have run up out front.

Graphite has yet to run up. Its been valued relative to the end user steel industry that is in a down period.

Graphite developer/explorers are reflecting the steel industry, but are about to catch a bid, as the battery factorys find they can get a supply of superior large flake natural graphite to replace the synthetic they are currently using. Bonus being the natural is more energy dense, cleaner for the environment and less money that the synthetic.

As to publically traded companies, first graphite developers out, will get the best offtakes. Syrah and DNI are out front but Syrahs large operation relys on economy of scale to be profitable, since the set up was built jumbo size. They do not have the offtakes yet. Im guessing many are wondering if Syrah will make it. I think there is a good chance they go Bankrupt.

DNI on the other hand, will start with a 20TPY set up, grow with the markets, keeping costs down, allowing for maximum profit. Its a no brainier when considering the CAPEX and OPEX vs the jumbe set up . At 20K TPY, they make alot of millions.

The best part, Syrahs market cap is only about 82 times that of DNI's even when considering the new 98M OS. Lot of room for catch up. Trust me here, DNI is going to move up the graphite pretender list real fast. Market cap will follow as the smart fellers catch on. LOL!

Checkmate28
Do your own DD