Mars_2050
31 Mar 2016
News imminent Up +21% on small volume.This is going to to multibag with buying volume.8p fair value, 20p upside (Allenby)Bass 2nd £1.5 million trancheEnergy Storage corporate dealPaterson Broker ReportEurope sales and Production update
Mars_2050
29 Mar 2016
India - all electric cars by 2030 Bright future ahead for our Tirupati dealIndia is aiming for all cars to be electric as soon as 2030March 29, 2016 India’s Power Minister Piyush Goyal recently announced plans for an interesting program that could see the nation’s whole car fleet becoming 100% electric by 2030. It represents one of the most ambitious goal for the electrification of transport in a large country.The program would let people buy electric vehicles with zero down payment financed by the state and drivers can then pay for the vehicle at the rate they are saving on gas. Piyush Goyal recently said at an event via India Times:“India can become the first country of its size which will run 100 per cent of electric vehicles. We are trying to make this programme self financing. We don’t need one rupee support from the government. We don’t need one rupee investment from the people of India.”The minister added:“We are working (on the scheme). Can we actually give electric car for free (zero down payment) and people can pay for that out of the savings on the petroleum products. Innovation is possible, it just needs an open mind. You need to think of scale and be honest.The government established a working group with Road Minister Nitin Gadkari, Oil Minister Dharmendra Pradhan and Environment Minister Prakash Javadekar. They will meet next week to evaluate ways to implement the program.India is the third largest automotive market in Asia and a lot like China, which is the largest, they are starting to experience the consequences of the pollution brought by their fast growing industrial economy. But unlike China, India has yet to implement policies to encourage the sale of electric vehicles to try to reduce pollution from transport. The scheme could help Indians get access to increasingly popular small electric vehicles in the country, like the Mahindra e2o – see picture above.
Mars_2050
25 Mar 2016
Customer relations key to success Customer Relationships Key to Graphite Success [link] leading its graphite peers as already in production with offtake deals in place.Global customer network already in placeUS - Asbury CarbonsIndia - TirupatiEurope - AMG Graphite Kopfmuhl, RHI AG
Mars_2050
25 Mar 2016
Dyson building electric car Reports suggest Dyson is designing an electric car [link]
Mars_2050
23 Mar 2016
Billionaire looking for Graphite Investments Iron Ore Billionaire Mulls New Energy Minerals as China ShiftsMarch 23, Bloomberg[link] iron ore billionaire Andrew Forrest said his company is considering possible investments in renewable energy amid the transition in China’s economy."We are incredibly interested in lithium, graphite, copper. We are incredibly interested in renewables, in the recycling of nuclear waste,” Forrest, the founder and Chairman of Fortescue Metals Group Ltd., told Bloomberg Television in an interview at the Boao Forum for Asia in Sanya, China.
Mars_2050
23 Mar 2016
High volume buying Good to see large parcels being bought, not surprising at these whole sale levels.Stratmin is already producing and selling graphite to US and Europe.Way ahead of it's non-producing peers which are trading at multiple market caps.The gap will close, just a matter of time.It always does.GLALTH
Mars_2050
22 Mar 2016
Re: Madagascar Graphite Low volume pullback and consolidation, setting up for a big move in 2016.Irrespective of news, sheer weight of shareholder numbers means we are going to have constant sellers until the register is tightened via "lots of holders with small parcels" being converted to "fewer holders with larger parcels" which is something most small caps face. In a low turnover stock like STGR, that's a big "limiter" on price rises until it's matched by rerating events, and ultimately needs to be matched by serious (and longer term) buying.Fortunately, that catalyst to start the different buyer profiles is arriving soon!
Dorset 53
22 Mar 2016
Re: Madagascar Graphite Yup, could do with some positive response now. LTH, but this is getting ridiculous and not tempting to add!
Mars_2050
22 Mar 2016
Dyson - £1 Billion battery investment Dyson to invest £1bn in battery technology thanks to profit surgeThe British company, famous for bagless vacuums and bladeless fans, reports 20% rise in profit thanks to tripling Chinese revenueMonday 21 March 2016 [link] the British company famous for its bagless vacuum cleaners and bladeless fans, is planning to ramp up investment into new longer-lasting batteries after reporting a 20% rise in profits thanks to a tripling of revenues in China.Dyson said its growth in 2015 was driven by battery-powered purifiers, fans and vacuum cleaners, with Asia overtaking Europe to become its biggest market.Sales of battery-driven vacuum cleaners grew 66% in 2015 and the company now accounts for a quarter of this market around the world. Cordless models such as the V6 have become its top-selling vacuum cleaners, rather than the traditional corded upright versions.The company, which is owned by founder Sir James Dyson and his family, plans to invest £1bn in battery technology over the next five years. Last year it acquired a University of Michigan spin-off that has developed a new type of battery, which promises to store twice as much energy as today’s liquid-based lithium batteries.Dyson launched 17 new products last year and sold 10m machines, up 25% from 2014. The Dyson 360 Eye robot vacuum cleaner, which uses a panoramic camera lens on top of the machine to map its way around the house, went on sale in Japan for around 138,000 yen (£850) and will be rolled out in other countries this summer.China became the firm’s fastest-growing major market despite the country’s economic malaise, with revenues up 222% last year. The company has been trading there for three years and is enjoying strong demand for its vacuum cleaners and humidifiers. AdvertisementAsia Pacific saw volume growth of 70% after big advances in Korea and Taiwan. Japan is the company’s second-biggest market by sales and profits, behind only the US. The country is Dyson’s oldest market – the first Dyson vacuums were sold there rather than in the UK.The cordless business doubled in Britain and Ireland, where overall sales volumes grew 23%, and in continental Europe, where Dyson became market leader in cordless vacuums and posted 38% growth. More than 90% of its products are sold outside the UK, in 72 countries. The company said that Europe was a “very valuable market” but declined to comment about the EU referendum in June.Max Conze, chief executive, said: “2015 was a year of exceptional growth across Asia and Europe, which proves that people across the world want better technology. 2016 is gearing up to be a transformational one as we launch more exciting and more intelligent proprietary technology.”The company’s earnings before interest, tax, depreciation and amortisation rose 19% to £448m in 2015, with revenues up 26% to £1.74bn.Dyson now employs 7,004 people worldwide, including 2,084 engineers. All of its research and development is done in Malmesbury in Wiltshire, where it wants to double the number of engineers it employs.The company plans to launch 10 new products in the next few months. After spending £206m on product development in 2015, it will raise R&D spending to £5m a week this year and has earmarked a further £100m for external technology investments over the next three years.James Dyson, the founder, said: “ramping up our investment in technology and expanding research and development we are developing machines that perform better and disrupt the status quo. We put faith in young bright minds – our average age [of engineers] is 26.”
Mars_2050
22 Mar 2016
Li-ion battery sector - portfolio Li-Ion Battery Sector Could Power Up A Portfolio [link]
Mars_2050
21 Mar 2016
Madagascar Graphite Graphite player exploring Madagascar[link] Mar 9, 2016 Energizer Resources is advancing a graphite project in Madagascar and is looking to lock down an offtake deal. A look at the project, Craig Scherba, President & CEO, Energizer Resources.Energizer ResourcesMarket cap C$ 28 million ~ £15mProduction start 2018Cash balance $400.000 ~ £212kNo offtake in placeStratmin GlobalMarket cap £4.3mProducing and Selling Graphite Offtake in placeCash balance >£300kBass funding 2nd tranche £1.5m imminent Go figureGLALTH
Mars_2050
19 Mar 2016
Big increase in EV Gianni Kovacevic: Big Increase in the Number of Electric Cars Means Big Demand for Key Commodities[link]
Mars_2050
17 Mar 2016
Battery market to reach $19 Billion 2017 Research focuses on L-Ion battery market 2016 Taft is poised to reach $18.6 billion by 2017 WhaTech, March 17 2016[link]
Mars_2050
16 Mar 2016
Lithium now, Graphite next - Interview March 16, 2016 — In a special InvestorIntel interview, Publisher Tracy Weslosky interviews Greg Bowes of Northern Graphite Corp. (TSXV: NGC) on the impact of rising demand for graphite from the lithium-ion battery industry and how “Lithium and graphite have a lot in common and the catalysts that may drive both prices and demand.” Explaining how the steel industry has bottomed, Greg believes that this combined with battery demand will drive graphite performance and stresses Northern’s proprietary and competitive graphite purification technology edge.Tracy Weslosky: Greg, I’m delighted to be speaking with you. I deem you not to be just a CEO of a graphite company, a well-respected one: but actually as an industry expert. So I would like to ask you, what’s happening with graphite prices? Because our writers, like John Peterson, are telling us that the type of graphite you have is in demand so the prices should be arguably exploding.Gregory Bowes: Yes and, in fact, if you look at lithium, they are. Lithium and graphite have a lot in common. Obviously they’re both used in batteries. Battery demand accounts for about 40% of both markets, but if you look at lithium, the balance of demand is fairly diverse and fairly stable so you’ve got a stable base, growing battery demand. If you look at graphite, the balance of demand is the steel industry, which has tanked so you’ve got steel demand going down and you’ve got battery demand going up and prices staying flat. I think what we have to look forward to is that the steel industry I think has bottomed. Iron ore prices are perking up and graphite is lagging lithium in terms of price performance, but it will catch up. It has to because all the metrics are the same.Tracy Weslosky: And, of course, Greg, Northern Graphite is known for having a purification technology process that really makes your graphite more competitive. Can you give us an overview on that?Gregory Bowes: Yes. All natural graphite that’s used in batteries comes from China and its purified using hydrofluoric acid, which is one of the nastiest substances known to man and of course they have lax environmental regulations there so you, kind of, have a green card or a D battery syndrome. If you’re in the West and you want to produce spherical graphite, as all juniors apparently do, you have to have a method of purifying the graphite that’s an alternative to the Chinese approach. That’s basically what we’ve developed.Tracy Weslosky: Something that I enjoyed too in preparing for this interview, Christopher Ecclestone did a lovely piece and he said, I think the quote was that you’re the right size for takeoff. Okay, he likes the size of Northern Graphite. Can you tell us a little bit more about what he meant when he was saying that?Gregory Bowes: Yes, absolutely. The graphite market is a little less than 400,000 tons a year. We’re going to produce 20,000 tons a year, which is 5% of the market. Now any other commodity, if you’re building a mine that’s going to add 5% to annual demand, that’s a little on the aggressive side. You know, the market has to have the ability to absorb that production without affecting price. Everybody else is 40,000 tons a year plus. That’s 10% to 15% of annual world supply….to access the complete interview, click belowSee more at: [link] Graphite - Production start 2018Market cap £11m
Mars_2050
15 Mar 2016
China EV sales more than double this year China's Electric Car Sales Will More Than Double This Year March 14, 2015 NBC[link] China's production and sale of electric cars will more than double this year, the industry minister said on Sunday....
