Replies to post #8970 on Nextsource Materials Inc (NSRCF)

[StoogeNo4]

Bigger is better in terms of cornering the market on a particular grade/size of graphite (or vanadium pentoxide). There is economy in scale. But of course, your right; there will only be so much demand and they have more than enough graphite for my lifetime (depending upon future technology/demand).

I really don't see the share price exceeding $3 (assuming further dilution), but it could; and I naturally prefer it does. Nonetheless, $3 is a long way from where we are now.

Also, the share price will likely hit it's high before the mine is built, not after. At least probably not until they start producing the V205 in addition...and whatever other minerals are out there. Right now is the time (in terms of progress) when the share price should be running up.

I'd hardly bet the farm...but I expect a return nonetheless. We can talk about $5 or $8, but that might require the miraculous. Let's just get the damn share price above $1 where it belongs (...Brent!).

[riverrock]

b) No infrastructure (rail line) and there is no mine. There is no way you can move that volume of tonnage by truck.


84,000/(360 x 40) = 5.8 or about six 40 tonne trucks making one round trip daily to haul 84,000 tonne graphite annually to Soalara. Coal transported from the Sakoa Basin will definitely require rail which Energizer can also use.


Coal Miners in the Sakoa Basin could also consider building a Mine/Mouth Power Plant to supply Southern Madagascar and power existing and new projects such as Energizer;s 75% JV interest in the Molo Graphite Mine and 100% interest in its Green Giant (GG ) Vanadium Mine.


I believe that the Sakoa's Coal Basin can easily produce well over 5.0. million tonne coal annually.