Next Graphite Inc. (fka GPNE)

[goforthebet]

I’m back! TSXV:GRAT – CSE:SX position plays for coming quarters
June 30, 2018

http://learnfinancefast.com/tag/gratomic/

My long positions remain unchanged, particularly SX and GRAT.

SX has showed strong resilience in the low-mid 20’s; and has an upcoming AGM and proxy to decide the future of the ZeU spin-out.

GRAT has potentially decisive news in the works regarding upgraded facility and lab, rates of extraction, company that engaged Gratomic in tire tests and completion of the JV.

GRAT – Positioning:

GRAT is a quiet beast. Lots of misconceptions about business, and what is going on. Management will clear it up, but when they do will it be too late for the average joe to have a position? The anticipation is for Q2 results, the tire testing partner, JV completion and upgraded facility and lab commentaries. All these numbers are set to get better by Q3 and Q4 as the costs for PPE will have dropped after Q2 when the new facility is set to be on the balance sheet.

Humor me, lets just consider the graphite.

Which small cap is pulling tonnage? No other small cap is pulling ore and purifying (if they are it’s rare). NO OTHER COMPANY IS PRODUCING AND TRADING AT 12 cents!

Small cap miners are based on drill results which are basically just pumps and extremely risky. THIS IS REAL! GRAT is mining!!!


NO OTHER COMPANY! … NO OTHER COMPANY! … NO OTHER COMPANY!



Looking at Perpetuus:
This is the vertical food chain that will establish Gratomic as a leader in the space. It gives them access to the graphite and graphene supply chain through exiting contracts with the likes of P1 graphene ( https://www.p1graphene.com/ https://www.p1graphene.com/about/ … Anyone recall when Sheldon was in Bangkok). This is huge and I think retail has yet to see the massive links that hidden just below the surface.



Perpetuus > P1 Graphene > Blue Global https://www.blue-global.com/ Hmmmmmm!!! I smell the bags..

”

What we do
We collaborate with dealer networks to apply our cutting-edge technology in a low-risk environment – we’re bringing the best of Silicon Valley to automotive. Automated prompts for a tire change. One-click service booking. Historical financials and intelligent renewal notifications. Predictive behavioral metrics with actionable tasks on clients. That’s timely and relevant data. That’s valuable.

”



With graphene carrying super conductor abilities, the possibilities of monitoring tire performance through Blue Global’s application and advanced tool-kit seems very possible. Could be a game changer for blue global’s existing customer base as well.




Scroll down on the link to view more clearly: https://www.blue-global.com/


Perpetuus has the technology to push the Aukam graphite into commercialization scale. The reactors can manage several tonnes of product and can run essentially 24/7. This is a huge performance indicator, and shows that demand for the Graphene is there. The scale up indicates that Perpetuus is avoiding the creation of a bullwhip effect, which means avoiding fluctuation in demand and pricing per tonne. By going this route, Perpetuus and essentially Gratomic are establishing themselves to be secure, stable and effective suppliers in the Graphene space. These qualities will make Gratomic a first mass supplier, but also the only company that can support and maintain output and costs. Big companies and tire manufacturers will look for these key indicators, no doubt!



HUGE HUGE HUGE! It may not be right away, but the cards are aligned for GRAT to be a cash cow!



Cheers all and remember to do your own due diligence. I currently hold both assets.