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Re: None

Saturday, 12/28/2013 2:22:54 PM

Saturday, December 28, 2013 2:22:54 PM

Post# of 3191
LMRMF observations---

First off let me say congrats to all LMRMF holders...the vol...the price increase...all great. I hope it goes to $1.00 for all the 3d themers here...its certainly cheap enough at 9m cap to get some real action.

But after reading some of the musings on it here I'd thought I would add a few observations that some of you may or may not find helpful. Again....I hope the stock screams for you...but there is what I think may be a a glaring misconception that I myself fell into when I started looking into graphene a couple years ago.

Graphene CAN be produced from graphite....and if it was the sole or even the most effective process graphite mines would almost certainly see the same kind of ascent that for example rare earth stocks did when china cut their re export quotas.

But as it turns out labs all over the world have turned away from the older less efficient way of harvesting graphene from flake graphite.
This is because a process called chemical vapor deposition...cvd for short-- has supplanted it.CVD based graphene is far superior much less labor intensive and far cheaper than mining graphite and using it to derive graphene from flakes.
The cvd process for producing graphene requires no graphite whatsoever. I wont go into the science here but essentially graphene is grown on a substrate in the same way that silicon is grown....organically...into highly intricate transistors and chips.
As a result of the cvd process taking the lead in the still nascent field of graphene production graphite mines...that were once thought to be the sole feedstock for producing graphene ..are worth much much less.
The reason...see above...cvd requires no graphite to produce graphene.
I'm not writing this to hurt the stock. As I said abover I hope it makes alot of you rich and goes ballistic. And I am NOT short it...I consider shorting penny stocks as akin to using magnifying glass to incinerate ants. Pointless and cruel.
The point....if LMRMF thesis relies on the graphite mine being undervalued due to the value of its graphene feedstock you will find you're mistaken.
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Is there a way to play 3d graphene made via cvd in the us markets? Yes....its called CVD Equipment symbol CVV....currently 13s.
CVV doesnt trade at a tiny 9m cap like LMRMF...its about 80m...and trades on nasd.
I wont bore you with the details....this hasnt been recognized by the market at large yet but CVV produces its own proprietary 3d graphene. Read about it here http://www.products.cvdequipment.com/applications/papers/3D-Continuous-CVD-Graphene-a-New-Class-of-Materials/
Basically its a malleable graphene foam...thats grown...organically via cvd...and according to the fine print can be sintered...which raises 3d printer spectre...at least for me.
CVV put out a release last month saying they expected revs for next q to quadruple...they report in about a month.
You could always wait for the occasional troll SA article to buy on weakness if interested...though they have been pretty much discredited. It gets dark down in Moms basement I guess.

One last thing...recent article in Chemistry World well worth reading...I know...I need a life. The thrust is printing graphene in 3d is coming...and its going to be through chemical vapor deposition-
'Graphene could find use in next-generation flexible electronic devices thanks to scientists in Taiwan and the US who have developed a low cost and scalable method to pattern graphene onto 3D surfaces.
'by ink-jet printing an aluminium chloride layer onto copper foil – the aluminium chloride layer acts like a template for graphene growth by chemical vapour deposition.'
http://www.rsc.org/chemistryworld/2013/11/patterning-graphene-3d-surfaces

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