Focus Graphite -- ehem. FOCUS METALS - EINE NEUE GRAPHIT / REE - PERLE !!!! (Seite 146)

[anand]

Antwort auf Beitrag Nr.: 42.989.889 von combatiente am 02.04.12 15:41:24

Antwort an combatiente: (der Antwortbutton funktioniert gerade nicht)

Focus Metals hat diese Sichtweise:

".. Only flake graphite – which can be upgraded to 99.9% purity – can be used to make the large plates in car batteries. The process is expensive and wastes 70% of the feedstock. As a result, spherical graphite currently sells for 2-3x the price of high-quality flake graphite."

Dem gegenüber scheint es Northern Graphite gelungen zu sein 70 % vom Grundmaterial zur spherical graphite Herstellung zu nutzen:

"Currently, almost all spherical graphite is produced from small flake concentrates (-100 to +150 mesh) and 70% of the graphite is destroyed in the process. As a result, it takes three tonnes of small flake graphite to make one tonne of spherical graphite. These losses are the single largest cost in the manufacturing of spherical graphite. However, Northern Graphite has achieved spherical graphite yields from its large flake concentrate as high as 70% which will substantially reduce production costs."

Wie auch immer, ich bin in beiden Unternehmen investiert. Dazu auch noch Strike und Standard.
Überlege seit einigen Tagen, ob Energizer Resources nicht dazu gehören sollte, denn auf Madagaskar kann man bekanntlich das ganze Jahr über abbauen. In Canada ruhen die Baumaschinen oft während des Winters.

[combatiente]

Antwort auf Beitrag Nr.: 42.989.756 von anand am 02.04.12 15:24:10

Da hast du Recht, Northern Graphite würde ich jedoch auch nicht als Explorer, sondern als Developer bzw. near term Producer einstufen.

Bzgl. Focus Metals und spherical graphite. Ja, sie arbeiten bereits daran - bis dato aber wenig Details bekannt.

".. Only flake graphite – which can be upgraded to 99.9% purity – can be used to make the large plates in car batteries. The process is expensive and wastes 70% of the feedstock. As a result, spherical graphite currently sells for 2-3x the price of high-quality flake graphite."

Schau hier mal intensiv rein: http://www.focusmetals.ca/english/investors/reasons-to-own-f…


Folgend auch ein Ausschnitt vom letzten Interview mit Chris Berry über dieses Thema:

"TER: We’re also starting to hear about spherical graphite. Does this form have any advantages, for example, through use in specific applications?

CB: The key to manufacturing an efficient lithium-ion battery is to try and achieve the highest energy density for a given surface area. Producers essentially shape flake graphite into a sphere to realize the maximum energy density for the battery in the annode. As this is a highly specialized product, it commands a higher price on world markets. Access to spherical graphite isn’t the most important issue. More important is the ability to access the large-flake, high-purity graphite in a stable geopolitical jurisdiction at the lowest cost. Large-flake natural graphite is currently one-third the price of synthetic graphite, which is predominantly what’s used in batteries. A real challenge to vehicle electrification is the cost of the car and the bulk of this cost is associated with the battery. If you can lower the cost of the battery either through breakthroughs in electro-chemistry or by using lower-cost raw materials, mass adoption of electric vehicles may be here sooner than we think."

Quelle: http://www.mining.com/2012/03/28/energy-metals-bonanza-chris…

[Raginghammer]

Antwort auf Beitrag Nr.: 42.989.756 von anand am 02.04.12 15:24:10

Also die geben schon ordentlich Gas....

[anand]

Antwort auf Beitrag Nr.: 42.988.845 von combatiente am 02.04.12 12:54:42

Da gibt es aus meiner Sicht nur noch einen ebenbürtigen, wenn nicht überlegeneren Explorer: Northern Graphite.

Besonders nach den Hammer-news von heute. http://img.wallstreet-online.de/smilies/lick.gif

Weiß jemand von Euch, ob auch Focus bereits an der Herstellung von spherical graphite (das sind die Hammern-news von Northern) arbeitet?




Northern Graphite Successfully Produces and Tests Spherical Graphite for Use in Lithium Ion Batteries
OTTAWA, ONTARIO--(Marketwire - April 2, 2012) - Northern Graphite Corporation (TSX VENTURE:NGC)(OTCQX:NGPHF) is pleased to announce that the Company has successfully manufactured test quantities of spherical graphite from graphite concentrate produced from the Company's 100% owned Bissett Creek deposit. The spherical graphite has been evaluated in Lithium/graphite battery test cells and the performance of these cells demonstrated that it meets or exceeds current commercial performance requirements and that Bissett Creek graphite does not contain any impurities that negatively affect cell performance. Further test cycles are on-going. The cells were made and testing carried out in a highly qualified, independent laboratory.

Gregory Bowes, Chief Executive Officer, commented that: "Value added processing such as the manufacture of spherical graphite is a big part of Northern Graphite strategy to create value for shareholders." He added that: "As a result of work that has been completed over the last two years we can now provide potential strategic and offtake partners with representative test samples of graphite concentrate produced using the same flow sheet that will be employed in a full scale mine, and spherical graphite based on that concentrate."

About Spherical Graphite

Spherical graphite is used to make the anodes in Li ion batteries and is manufactured from the flake concentrate produced by graphite mining operations. The upgrading process consists of micronizing the graphite flakes, rounding them to create a spherical or "potato" shape, and purifying them to increase the carbon content to 99.95%. Northern Graphite micronized and rounded its Bissett Creek graphite to basic industry specifications and can modify it to meet the requirements of various products and manufacturers. Spherical graphite sells for much higher prices than run of mine graphite concentrates and could further enhance the economics of the Bissett Creek Project.

Currently, almost all spherical graphite is produced from small flake concentrates (-100 to +150 mesh) and 70% of the graphite is destroyed in the process. As a result, it takes three tonnes of small flake graphite to make one tonne of spherical graphite. These losses are the single largest cost in the manufacturing of spherical graphite. However, Northern Graphite has achieved spherical graphite yields from its large flake concentrate as high as 70% which will substantially reduce production costs. The large flake nature of the Bissett Creek deposit provides the Company with the flexibility to sell its concentrates into high value, large flake markets or produce spherical graphite at competitive costs for the Li ion battery market.

Almost all spherical graphite is currently produced in China and purified using strong acids which results in large volumes of acidic and toxic waste. This method is not environmentally sustainable as the demand for, and production of, Li ion batteries increases. It is also inconsistent with the green energy objectives of the hybrid and all electric car industry. The high quality and purity of graphite from Bissett Creek has enabled the Company to develop a proprietary purification technology that is environmentally friendly and sustainable. The technology works at much lower temperatures than traditional thermal purification techniques and will result in lower capital and operating costs.

Value Added Processing

Based on the positive test results, the Company will commence engineering and design work to define the capital and operating costs of a facility to upgrade Bissett Creek graphite concentrate into spherical graphite. The objective is to provide Li ion battery manufacturers with a stable, secure source of supply that is produced in an environmentally acceptable manner. This facility will initially be based on the approximately 20% of Bissett Creek production that is -80 mesh with the ability to scale it to larger volumes in the future.

Don Baxter, P.Eng, President of the Company and a "Qualified Person" under 43-101, is responsible for and has reviewed and approved the technical content of this press release.

The Graphite Market

Graphite prices have increased substantially due to the ongoing modernization of China and other emerging economies which has resulted in strong demand from traditional steel and automotive markets. In addition, new applications such as lithium ion batteries, vanadium redox batteries, fuel cells and nuclear power have the potential to create significant incremental demand growth. The manufacturing of Li ion batteries requires up to 30 times more graphite than lithium and their use in the growing EV/HEV market is expected to require significant increases in graphite production. However, graphite production and exports from China, which produces 70% of the world's supply, are expected to decline and an export tax and a licensing system have been instituted. As a result, both the European Union and the United States have declared graphite a supply critical mineral.

Northern Graphite Corporation

Northern Graphite Corporation is a Canadian company that has a 100% interest in the Bissett Creek graphite deposit located in eastern Ontario. Northern Graphite is well positioned to benefit from this compelling supply/demand dynamic with a high purity, large flake, scalable deposit that is located close to infrastructure. A bankable Final Feasibility Study ("FS") and permitting are expected to be completed in the first half of 2012, following which mine construction could commence, subject to the results of the FS and financing. Additional information on Northern Graphite can be found under the Company's profile on SEDAR at www.sedar.com and on the Company's website at www.northerngraphite.com.

This press release contains forward-looking statements, which can be identified by the use of statements that include words such as "could", "potential", "believe", "expect", "anticipate", "intend", "plan", "likely", "will" or other similar words or phrases. These statements are only current predictions and are subject to known and unknown risks, uncertainties and other factors that may cause our or our industry's actual results, levels of activity, performance or achievements to be materially different from those anticipated by the forward-looking statements. The Company does not intend, and does not assume any obligation, to update forward-looking statements, whether as a result of new information, future events or otherwise, unless otherwise required by applicable securities laws. Readers should not place undue reliance on forward-looking statements.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.


Source: Marketwire Canada (April 2, 2012 - 8:30 AM EDT)

[RadyP]

[combatiente]

Zitat von anand: Kongo-Otto, Deine Aufstellung über die gestrige gute Performance der anderen Graphit Explorer bringt mich auf die Idee, in diesem Forum eine Frage zu diskutieren:
Welche Graphit Explorer sollte man sich jetzt noch ins Depot legen um optimal am Boom zu partizipieren?
Ich bin zur Zeit erfolgreich in Focus Metals und Standard Graphit investiert. Beide haben gestern etwas geschwächelt, was mich jedoch nicht beunruhigt. Allerdings habe ich mich bereits geärgert, nicht von 4 Wochen bei Nothern Graphit eingestiegen zu sein und warte immer auf einen Rücksetzer, der bisher leider nicht eingetreten ist.

Über Eure Kommentare würde ich mich freuen.

Da hast du dir meines Erachtens zwei der besten Werte im Graphit-Sektor ins Depot gelegt. Die Hauptrolle werden weiterhin die fortgeschrittenen Graphit-Unternehmen Focus Metals und Northern Graphite spielen. Focus Metals hängt performancetechnisch noch weit hinter Northern Graphite hinter her, hier muss man jedoch auch die Marktkapitalisierung beachten, wie am Wochenende erwähnt. Der run auf die Aktien von Focus Metals wird erst richtig losgehen, wenn die Welt realisiert, welchen Schatz (Lac Knife) das Unternehmen hat. Sehe den Wert in den nächsten Jahren mindestens zwischen 3-5 CAD. Wo seht ihr den Kurs, wenn der Hype erst so richtig losgeht und Focus den Plänen hinsichtlich der Operationen nachkommt?

Auf der Explorer-Seite muss man wirklich genau selektieren, da die Masse hier nur Mitläufer sind. Hier lauern jedoch die höchsten Gewinnchancen, wenn man die Aktien der besten Unternehmen hält. Da die Exploration und Entwicklung von Graphit-Lagerstätten relativ betrachtet (vgl. bsp. die Exploration auf Gold- und Silber-Projekten) maßgeblich schneller verläuft, sollte man sich bei ausgewählten Explorern ebenfalls positionieren.

Sehe Standard Graphite als das mit Abstand aussichtsreichste Unternehmen im Explorer-Bereich. Hier einige der Gründe:
http://www.wallstreet-online.de/diskussion/1172282-41-50/ent…

Was denkt ihr?

[combatiente]

Zitat von Raginghammer: Ein herzliches Willkommen an alle die neu hier im Board sind, freut mich dass hier endlich mal Schwung reinkommt.

@Extremrelaxer:
Was sagst du zum Chart?
Danke

SG
Raging

Da liegst du komplett richtig. Freut mich, dass hier jetzt größere Aktivität zu beobachten ist.

Das sollte aber alles erst der Anfang sein

[combatiente]

Guten Tag zusammen,

vielen Dank für die Blumen und euer feedback!

[rolleg]

Antwort auf Beitrag Nr.: 42.984.662 von combatiente am 31.03.12 19:20:04

Wirklich super Zusammenfassung - Kompliment!!!

[Last_Man_Standing]

Energy Metals Bonanza: Chris Berry

TICKERS: EFR, EUU; TGP, FMS, LI, NGC; NGPHF, RCK; RCKTF; RJIA, SGH, STM; STHJF, TLH, WLC; WLCDF

Source: Brian Sylvester of The Energy Report (3/27/12)

Auszug:
TER: On to graphite.

CB: The share prices of almost all of these graphite juniors in the last couple of months have gone parabolic. Graphite is likely to be the story of 2012 and we're fielding a lot of questions from our subscribers on how to interpret this space and how to invest accordingly. It is exciting, and there's a lot to learn about it and a lot of potential for growth, but there also is apparent excess capacity in China, which we think argues for extreme prudence when choosing where to invest. That's one caveat that I would offer in terms of thinking about investing in this space: the potential that China could ramp up production, including high-purity, large-flake graphite production.

TER: We're also starting to hear about spherical graphite. Does this form have any advantages, for example, through use in specific applications?

CB: The key to manufacturing an efficient lithium-ion battery is to try and achieve the highest energy density for a given surface area. Producers essentially shape flake graphite into a sphere to realize the maximum energy density for the battery in the annode. As this is a highly specialized product, it commands a higher price on world markets. Access to spherical graphite isn't the most important issue. More important is the ability to access the large-flake, high-purity graphite in a stable geopolitical jurisdiction at the lowest cost. Large-flake natural graphite is currently one-third the price of synthetic graphite, which is predominantly what's used in batteries. A real challenge to vehicle electrification is the cost of the car and the bulk of this cost is associated with the battery. If you can lower the cost of the battery either through breakthroughs in electro-chemistry or by using lower-cost raw materials, mass adoption of electric vehicles may be here sooner than we think.

TER: What are some plays that you're following?

CB: Northern Graphite Corporation (NGC: TSX; NGPHF: OTCQX) is a company that we've followed from before its initial public offering and still really like. It has extremely strong management that has experience in graphite mining. The metallurgy of its Bissett Creek property right off of the Trans-Canada Highway is very well understood, thanks to recent findings by the company as well as a great deal of historical work. Northern Graphite is well on its way to producing a bankable feasibility study in Q112 or Q212. It's a highly scalable resource that appears open in multiple directions and is likely to grow the overall tonnage. Bisset Creek demonstrates a low capital expenditure of CAD$70-80M and competitive cash costs of $1,000/t. Finally, Northern Graphite released successful pilot plant test results earlier this year, where results showed that more than 50% of the concentrate produced will be jumbo-size +48 mesh flake, averaging 97.7% graphitic carbon. All of this adds up to what I think will be a very high-margin business.

We also have been following Standard Graphite Corp. (SGH:TSX.V). Again, when we look at these types of companies, the first thing we look for is management. We would characterize this an incubator company and the CEO, Chris Bogart, has experience in the energy metals space. He ran Magnum Uranium Ltd., which was taken out by Energy Fuels Inc. (EFR:TSX). The vice president of exploration for Standard is Antoine Fournier, who was on the team that discovered the Lac Knife deposit, which is now the primary asset of Focus Metals Inc. (FMS:TSX.V). It has 100% ownership of 12 properties in Ontario and Quebec, all of which are early stage. There is no resource estimate on any of these properties, but several of its properties surround Bissett Creek and the Lac Knife deposit, so you can very loosely use what we know about those properties as a proxy for what the Standard Graphite properties might resemble with respect to grades and tonnage. Standard also owns properties near the Lac des Illes graphite mine currently owned by Timcal.

One of Standard's properties is also near a past-producing graphite mine in Ontario called Black Donald. This was a prolific producer of high-grade, large-flake graphite for many years. Having 12 wholly owned properties is a good thing. I view it as de-risking—in other words, you can conduct exploration on these properties and find the best resource(s) and move forward on it as opposed to putting all your chips in one basket and hoping that your single project is a world beater, when it might not be. The company is going to spend $5M this year on an exploration budget. It's conducting electromagnetic (EM) surveys right now on the properties and should have drill targets prioritized by this summer. The stock has moved upwards in tandem with other graphite plays this year, but I think it holds additional potential for upside pending results from its exploration program.

siehe: http://www.theenergyreport.com/pub/na/12928