Hier wird zur Zeit wohl, wie es scheint, etwas die Werbetrommel
geschlagen:
http://www.miningmarketwatch.net/srk.htm
Hier ein Auszug:
Feature Article February 28, 2012:
One of the Strongest Graphite Opportunities in the Market
Strike Graphite Corp.
(TSX-V: SRK) (OTC: SRKZF) (Frankfurt: QSG)
In an environment where emerging technology manufacturers are
looking to secure the coarse grain (large flake) graphite supply
chain SRK.V is anticipated to be among first to achieve sizeable
resource.
Stable, mining friendly regions.
Exceptional management & skilled technical leadership.
High in demand large flake graphite focused with plans to achieve
resource at Simon Lake by Q4 2012
Advancing three graphite projects;
1) Simon Lake graphite property, Saskatchewan•
25 km long electro magnetic conductor indicative of graphite. SRK.V
is targeting 30 million tonnes of 10+% Cg coarse grain large flake
graphite within the best 2 km stretch.
•
Historic drilling intersected course grain graphite, showing
large-flake with visual estimates of up to 70+% graphite.
2) Deep Bay East graphite property, Saskatchewan•
Flake graphite within 4 historic drill holes and trenches along
1,600-m strike length.
•
Strong conductors & positive historic metallurgy for
large-flake recovery.
•
~4.5 km from past producing graphite mine.
•
SRK.V is Targeting 10 million tonnes of 10% Cg.
3) Wagon graphite property, Quebec •
15 km east of Timcal Lac des Iles Graphite Mine (Canada's largest
graphite producer)
•
SRK has same geological attributes as Timcal; 15 samples ranged
from 0.57% to 18.13% Cg with flake sizes recorded up to 3mm in
diameter.
Notes from the Editor:
Valuation Commentary: Strike Graphite Corp. (TSX-V: SRK) (OTC:
SRKZF) (Frankfurt: QSG) is advancing three graphite properties in
stable mining friendly jurisdictions of Canada. SRK.V is positioned
to be among first in the sector to achieve a sizeable large flake
graphite resource in a market where industrial users of graphite
are now realizing the need to secure proprietary sources. SRK.V has
a market cap under $15M and Mining MarketWatch Journal estimates
the Company is only ~$5M in exploration and soft cost efforts away
from achieving a resource by the end of Q3 2012 (assuming planned
exploration efforts/drilling continue to affirm and build on
historic findings as expected) at its Simon Lake graphite property
in Saskatchewan.
Airborne EM survey of the Simon Lake graphite property reveals that
it is host to a 25 km conductor understood to be as a result of the
strong presence of graphite (graphite is one of the most conductive
substances on the planet and the conductors can literally be
nothing else when you are looking at these geophysical images).
SRK.V is targeting a potential resource of 30 million tonnes of
10+%Cg coarse grain large-flake graphite within the best 2km
stretch (less than 10% of the total conductive length). Mining
MarketWatch Journal's 30M tonne projection (non 43-101) is based on
historic drilling which intersected in excess of 50m width with
visual estimates of coarse grain large flake graphite ranging up to
70+%, the potential to open pit down to 100m depth, and a specific
gravity of 3. By twinning some holes and drilling the most
prospective conductor targets confidence is high Simon Lake may be
advanced to resource in short order. Strike's other Saskatchewan
graphite property, Deep Bay East, is also expected to be rapidly
advanced to resource; the drill holes and trenches at Deep Bay East
are spread all along the 1.6 km conductor and SRK.V is targeting an
initial 10 million tonnes of 10% Cg. With prices for large flake
graphite close to US$3,000 per tonne and a concern for graphite
supply chain interruptions on the horizon for industrial end uses,
the prospects for SRK.V shareholders appear highly favorable as it
rapidly advances its graphite projects.
Junior miners with graphite prospects of merit can look forward to
keen interest from potential industrial suitors looking to secure
the commodity via offtake partnerships or buyouts. The fear of
possible supply chain interruption is a motivator for major
industrial end users to take preemptive measures and ensure they
are strategically involved now. The revolutionary nature of newer
technological uses for flaked graphite not only ensure a ‘demand’
but rather a ‘cultural push’ that will forever change the future of
several technologies as we know it and a tight supply market
carries risk for end industrial users of graphite. Emerging
technological uses include lithium-ion batteries (there is up to 30
times more graphite than lithium in a lithium-ion battery), fuel
cells, nuclear & solar power, heat sinks in computers, flexible
graphite (Grafoil), and future uses of graphene in electronics and
possibly every aspect of our lives -- some experts have theorized
the demand for graphite could reach 6+ million tonnes by 2020, more
than 5 times the current global consumption in 2011. Capital
investment now in the form of strategic partnerships (or outright
buyouts) are minimal in cost to major industrial users in
comparison to risk of loss by not taking action to protect the
billions of dollars of sales in which graphite is an integral
component. However, what is minimal to major industrial
manufacturers would translate to a windfall for shareholders of
Strike Graphite Corp.
Shares outstanding: 39,608,653 (~45M fully diluted). These are
early days and the movement in graphite is in its infancy, shares
of SRK.V near 30 cents (only ~12M market cap) have the potential
for significant upside revaluation. The recent EM survey affirms
the near-term likelihood of a flake graphite resource of
significance for SRK.V at Simon Lake by the end of Q3 2012 and
typically in the mining business when supply-criticality is an
issue, as is certainly the case with graphite, the 'first to
resource' gets the highest valuations and best opportunities (via
offtake, financing through development and JV's). The current
market cap of SRK.V relative to the inherent value of their
projects appears disproportionate and presents opportunity for
those establishing a long position now.