pally66
16 Feb 2016
Beat the shorters Hi Marsalready done my limits.Keep the news flowing mateThanks Pally
Mars_2050
15 Feb 2016
Beat the shorters The way to limit (beat) the shorter's must be a collaborated effort from as many shareholders as possible.Here is what to do:The basic principal of shorting requires shares to be lent to the 'shorter'. If you hold shares you MUST set an upper sell limit. This can either be your target exit point or some ridiculously high figure, lets say £1.Because you have now set a sell order, it is live on the order book waiting for the SP to trigger it (Obviously £1 isn't going to get triggered). Because there is now a live sell order logged the shares CANNOT be lent to shorter's.To be effective it required as many shareholders as possible to set sell limits. Even if you want to run free, by setting a high sell limits stops the sorters in their tracks..... remember you can still sell below the sell limit of £1 whenever you wish.To add.......If you don't set a sell limit YOUR shares CAN and WILL be lent out for shorting if anyone wants to take a short position. All that I have said is FACT. If you research the topic there is plenty of info out there.Remember this needs to be a collaborated effort, every little helps
Mars_2050
15 Feb 2016
Peer disparity - 5x bagger to catch up Every company has risk but there's an awful amount of value/upside chucked in at this Market cap.Market capGraphite producerStratmin Global.........£3.4mOur Australian back door listing Bass Metals £2.5m for 25% of Lohorano!6x bagger since graphite deal Non-producing graphite companies, years away from production, not generating any cashAustralia Mozambi Coal.......A$22m - £11m (new explorer 5x bagged last few months)Kibaran Resources....A$29m - £14mTriton Minerals..........A$29m - £14mTalga Resources.......A$40m - £20mMagnis Resources...A$130m - £64mSyrah Minerals......A$902m!! - £445m..Madagascar graphite peerProduction start 2017Energizer Resources......£17mToday's closeEnergizer Res +16%Magnis Res +17%Syrah +3%Triton +4.5%Talga +4%Great Lakes +5%Flinders +7%IMX Res +33%Busy weeks ahead.News soon
Mars_2050
15 Feb 2016
Graphite - only way is up [link] tough ones As such it would be easy to say minerals have taken a hammering. But not all – some, three of them to be exact, are proving bulletproof, and may just serve to refocus Africa’s growth priorities.One might hazard a guess would be lithium – used to make batteries for which the rechargeable variety is increasingly in demand (think Tesla) – prices have gone up.But Wilfried Pabst, who runs a lithium operation in Zimbabwe, says the continent’s lithium is of a lower grade than that used to make batteries: that technology exists in, you guessed it, China.But you wouldn’t be too wrong: graphite is another component of batteries, in addition to other uses such as in steel-making, electrodes and in lubricants.Where there’s recovery Mining continues in countries such as Tanzania, Zimbabwe, Mozambique and Madagascar, and prices have seen a recovery in the last six months. Graphite is only about 5% of what is used in batteries, with the bulk in steel-making which is suffering from the Chinese hangover, but costs of production are expected to increase in the Asian country, as demand for use in lithium batteries also goes up. In other words, the only way is up.
Mars_2050
14 Feb 2016
GS Why Goldman Sachs calls lithium "the new gasoline" [link]
Mars_2050
12 Feb 2016
LG Chem opens new battery factory in China [link]
Mars_2050
12 Feb 2016
Graphite stocks on the move Graphite Stocks On The MoveFeb. 11, 2016 SummaryGraphite stocks are on the move, although hardly in lock-step.Shares of Mason Graphite and Great Lakes Graphite are performing very well: we think they have convinced the market that they can generate customer interest given their emphasis on processing.Northern Graphite has begun to emphasize processing as well, and while we're skeptical of the company's strategy this has temporarily stymied the share price melt-down.[link]
Mars_2050
10 Feb 2016
India - Graphite demand Will fast-growing India be able to replace China’s demand for African commodities?Kate Douglas on '9 February 2016'Over the past 30 years China has embraced international trade and encouraged investments, allowing foreign companies to capitalise on its low-cost advantage by setting up production facilities and factories. These investments fuelled an export-led growth.However, things are changing. China’s economy has slowed considerably, with growth last year (6.9%) being the lowest in 25 years. And according to Dr Anil Gupta – the Michael Dingman Chair in global strategy and entrepreneurship at the University of Maryland – it is likely growth rates will decline further as China shifts from an investment to a consumption-driven economy, led by domestic demand for goods and services.The result is a slowing appetite for hard commodities, such as iron ore, aluminium and coal, which China has been a major consumer of globally. This holds particular relevance for resource-rich Africa since the Asian powerhouse is its largest trading partner. Recent data shows the continent’s exports to China in 2015 are down 38% from the previous year, while Chinese direct investment into Africa fell 40% in the first half of 2015.On the other hand, India’s economic growth outpaced China’s last year, averaging 7.5% – with growth for the year ending March 2016 forecast to accelerate to 7.6%. And the World Bank predicts that India will be the world’s fastest growing large economy for the foreseeable future.Speaking at the Investing in African Mining Indaba in Cape Town yesterday, Gupta said it will take India about 15 years to reach the economic size of China today, with its economy in 2016 being compared to China’s in 2001.But will its demand for commodities from 2016 to 2030 be like China’s between 2001 and 2015? Probably not, according to Gupta. While the country has opened itself up for foreign investment and is positioning itself as a manufacturing hub for exports such as smartphones and vehicles, its economy is “likely to be driven simultaneously by growth in investments and consumption”. This is fundamentally different to China’s previous fast-paced growth that was almost entirely driven by investments, and Gupta believes the difference is in part due to India’s democratic governance.“Also the growth of India over the next 15 years will take place in a different context… to China’s growth over the last 15 years.”Climate change concerns – which China was less sympathetic towards – has shaped today’s global agenda, and Gupta argues India will be more focused on clean growth. The result will be a stronger push towards renewable energy sources and a slower growth in demand for fossil fuels. India is also a leading iron-ore exporter with large reserves of thermal coal, making it less reliant on these imports.So while there may be a demand for specialty materials such as lithium, titanium, cobalt and GRAPHITE, Gupta believes India’s demand for major commodities will not pick up to the extent of China’s over the last 15 years, even if its economy accelerates to 8-10%.“Therefore, over the next decade, India will compensate only marginally for the loss of growth in commodity demand from China. I think we can bet our money on that.”However, the solution to waning demand for African commodities could come from Africa itself. Gupta noted there is a huge opportunity to tap into the continent’s manufacturing potential, which is considerably underdeveloped. Value addition in its largest economy Nigeria, for example, is just a small percentage of GDP.“India’s manufacturing value-added to GDP is about 17-18%, and that of course is very weak because China’s is about 30%… But in Nigeria, what is the contribution of manufacturing value-added? About 4-5%,” he highlighted.“If [Africa’s manufacturing] story plays out… there should be a significantly greater demand for commodities from Africa itself, and therefore
Mars_2050
10 Feb 2016
CEO reply Taken from LSEOK I'm hearing the JORC for January has been delayed, sounds like they've found a cheaper way of getting the last bits of data by combining ore tests with bulk input tests to finalise the design for the new 12kpa concentrator plant but I couldn't get specifics. Focus during January has been elsewhere, looks like on the ongoing refurbishment programme, and continuing to improve profit margins from developing improved sales channels. Also on working the finance side as we saw short term loan plus I get the feeling the team are confident more money from Bass - soon? (this would fit with the willingness of board member to lend money unsecured) Tried to get more solid and direct facts but was told I should wait for news, should be getting progress updates on the plant refurbishment programme then on the expansion program.
Mars_2050
09 Feb 2016
Beaufort Securities Stratmin Global Resources (LON:STGR, 2.88p) - Speculative BuyYesterday, Stratmin Global Resources (Stratmin) informed that on 1st February 2016, Consolidated Resources agreed to provide an unsecured loan facility of up to A$200,000 to Graphmada Mauritius, the company’s 93.5% subsidiary. So far, £24,212 has been drawn down. The funds availed under the facility are free of interest rate. Consolidated Resources has expressed interest in about 11.10% of the issued share capital of Stratmin. David Premraj would represent Consolidated Resources on the board of Stratmin.Our view: The receipt of an unsecured loan facility from Consolidated Resources enables Stratmin to seamlessly continue expanding its operations in Loharano. This facility follows the company’s completion of its first funding tranche of £0.5m from ASX-listed Bass Metals. The funding provided by Bass Metals in the past few months led to improvements at Loharano operations. In addition, Stratmin has ordered a new power supply solution for the plant and a new diesel generator. The company also plans to seek further funding from Bass Metals this year. We look forward to more progressive developments from the Loharano operations during the year. Therefore, we maintain our Speculative Buy rating on the stock.
Mars_2050
08 Feb 2016
Insider provides interest free loan Sign of confidence by our major share holder.Capital currently mainly needed for expansion until the Bass Tranche of £1.5m arrives.Brett is keen not to delay expansion just because Bass added 3 month delay. If you re-read the last comprehensive operational update iirc there's stuff in there about ground works starting already.Clearly it is possible to be operationally cash-generative and still have need for financing for expansionGLA
Mars_2050
08 Feb 2016
Re: What to expect from graphite 2016 Ben only covers TSX and ASX companies. (Canada and Australia)Stratmin is still very much under the radar.Every company has risk but there's an awful amount of value/upside chucked in at this Market cap.Market cap Graphite producerStratmin Global.............£3.9mNon-producing graphite companies, years away from production, not generating any cashAustralia Mozambi Coal.......A$23m - £12m (new explorer 5x bagged last few months)Kibaran Resources....A$30.5m - £15mTriton Minerals...............A$36m - £18mTalga Resources...........A$43m - £21mMagnis Resources.......A$118m - £58mSyrah Minerals..........A$916m - £453m!!..Madagascar graphite peerProduction start 2017Energizer Resources.....C$33m......£16.5m.Mason Graphite..............C$30m......£15mChris Berry, Graphite Mining Analyst:The point of this note is not to pick winners or make companies look bad, but rather to point out some of the inexplicable dislocations in the graphite space. How can STGR, a graphite producer, have the lowest market capitalization and enterprise value of its peers? Regardless of the industry, shouldn’t a company generating revenues be more valuable than one that isn’t? A Graphite producer ought to have a higher valuation than aspiring entrants.After all, the proverbial boxes have been ticked
ermitting, sufficient infrastructure, customer base, real producing assets (as opposed to highly speculative land with evidence of graphite), revenue and operating cash flow.The gap will close, just a matter of time.It always does...As always DYOR JORC, Sales & Production update, new Off-take deal next IMO
mintington
07 Feb 2016
Re: What to expect from graphite 2016 Can you explain why seeking alpha does not cover or refer to Stratmin in their reports.....
Mars_2050
06 Feb 2016
What to expect from graphite 2016 [link]
Mars_2050
05 Feb 2016
Understanding graphene [link]
