|
Mal wieder ein interessanter Post von GraphiteTech, der Risiken und Potential gut verdeutlicht: I expect they will use the majority of the current cash to fund plant No 2 and the oven, The JORC I expect will be in q2, remember the existing JORC was very much a rush job, they wanted to get it done to aid the RTO and only used a digger to form trenches no more than 4 or 5 meters deep, really only scratched the surface and a bit of simplistic shallow drilling. They need to do an infill drilling and extension of the small area they have trenched at depth. Graphite percentage increases at Loharano the deeper you go so the JORC increases when drilled and appraised correctly could be massive, they have low level trenched 10% of one of three zones. When you look at some of the large resource graphite plays they have perhaps more official drilling done than us but we have somehow got a bit of an oddity here, when times had been good I doubt they would have listed this but I would guess they ran out of money and could no longer fund what was going to be a private enterprise from start to finish. So they retain 87% list 13% to raise the cash to complete what's been a nigh on six year project, all the usual PFS, BFS etc to gain conventional funding gets missed and you end up with a producer with a relatively small defined resource but with massive exploration upside. That's what's so different about this, they would not be starting plant 2 if they had worries over the resource, at 24000 tpa it will be one of if not the largest jumbo flake graphite mines in the world including china. The resource could be gigantic when fully explored, I reckon 3% may have been proved up to date. In the south they are finding graphite at 250m deep we are 5m deep. |
|
| aus der Diskussion: | Stratmin Global Resources - eine Graphitperle? |
| Autor (Datum des Eintrages): | tpnl (16.02.13 09:13:40) |
| Beitrag: | 18 von 49 (ID:44148776) |
| Alle Angaben ohne Gewähr © wallstreetONLINE | |