Focus Graphite -- ehem. FOCUS METALS - EINE NEUE GRAPHIT / REE - PERLE !!!! (Seite 142)
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Tap Profits in the Growing Graphite Market: Simon Moores
TICKERS: AXE, FMS, NK, NGC; NGPHF, SER, ZC
Source: Brian Sylvester of The Critical Metals Report (4/17/12)
Graphite is the Next Big Thing for resource investors, but as in any sector, due diligence is a prerequisite for success. Enter Simon Moores, graphite market specialist with Industrial Minerals in London. In this exclusive interview with The Critical Metals Report, he explains why graphite is "the perfect mineral," why we're still going to be talking about it years from now and which companies to watch in this emerging industry.
The Critical Metals Report: You once called graphite the perfect mineral. Why?
Simon Moores: It's conductive; it's a lubricant; it's resistant to high temperatures and it's a strong mineral. This means it doesn't have just one major market; it has an abundance of markets and uses. It's key to existing technologies that have been around for 100 years as well as new technologies, like lithium-ion batteries.
But despite what many think, it's not a niche industry. Rare earths and lithium are niche industries. Each year, 1.1 million tons (Mt) of graphite is produced. It's bigger by volume than molybdenum, vanadium, cobalt, tungsten, rare earths and lithium combined.
Graphite miners operate all around the world in Canada, Brazil, Europe, India and, of course, China, which accounts for 80% of production. That's a new figure that our research at Industrial Minerals has just uncovered for the new Natural Graphite Report 2012. China's grip on graphite production is greater than people thought previously.
TCMR: What is China's next move in the graphite market? Do you think there will be more quotas and export restrictions?
SM: There are no rare-earth style quotas at the moment. China doesn't say, "We are only allowing 400,000 tons (t) of graphite to be exported every year." But the country is doing things that could restrict the raw materials supply. The government doesn't like exporting raw materials that other people make money from. It is trying to build a value chain to unlock the value in its natural resources.
For example, China exports flake graphite to Japan. Japan turns it into battery-grade graphite, which is then used to make anodes, which is then used to make batteries, which Japan then ships for a much higher cost than the raw graphite. Now China is trying to build those finished products domestically. As a result, less raw material will come out of the country. In addition, China is trying to control its sprawling mining industry by forcing consolidation. Graphite is a perfect example of a sprawling Chinese mining industry.
TCMR: China is already encouraging foreign companies who depend on rare earth elements (REEs) to set up shop in the country. Do you see the same story unfolding in the graphite industry?
SM: The difference with rare earths is that China is the only place you can get good supply. It operates the world's only mine in Inner Mongolia until Molycorp and Lynas truly get underway.
China is aware that companies can get graphite elsewhere. It is also aware that at the moment it makes good business sense to sell quality raw material at high prices for the short term. Longer term, the story is different.
TCMR: China's had environmental problems with some of its rare earth operations. You visited some graphite mines in China. Are the graphite mines environmentally problematic?
SM: No, it's basic mining that has been around for centuries—extracting from the ground, crushing and grinding. You then put it in a floatation tank with reagents. This part of the process requires chemicals, but these are well known chemicals used in many other industries. Finally, graphite processors dry it and bag it. Graphite is an inert mineral, so it's not harmful. There are no underlying environmental problems in graphite mining.
The only area that holds some controversy is processing into spherical graphite, which requires additional chemical and physical treatment. Acid treatment is quite intensive and there could be future controversy surrounding the disposal of acids used.
TCMR: Are the Chinese mines primarily producing large-flake graphite or a lower-end product?
SM: It's almost a 50-50 split. Flake graphite mining exists all the way down the country's spine. This is good-quality material suitable for both domestic and international refractory and battery markets.
The Hunan province, in the south, is home to amorphous graphite, the old-style graphite people first started mining around the world. Amorphous is more common because the graphitization is lower and closer to coal, whereas flake graphite is closer to diamonds. Amorphous graphite supplies lower-end markets that produce products like pencils and lubricants.
TCMR: You describe the graphite market as having "layers" of demand. What does that mean?
SM: When graphite first came into use, it was mainly employed in lubricants and pencils. Those were the primary demands until after World War II, when the steel industry, driven by construction, became an additional end user, forming a second layer that boosted demand by about 30%. In the 1960s, the auto boom and car construction, especially in North America and Europe, formed yet another layer. Throughout graphite's industrial history, new technologies keep emerging while demand from traditional industries hasn't dropped off. This has built graphite into the 1.1 Mt industry it is today.
TCMR: Are there any graphite substitutes for these new technologies?
SM: Synthetic graphite is a substitute. Cost is still prohibitive, and people prefer flake graphite's properties. Batteries, for example, require a good porosity and surface area so the lithium ions can flow through the anode and generate the charge. Man-made graphite doesn't really provide that.
TCMR: What are some characteristics of an economic graphite deposit?
SM: The carbon content throughout the deposit is very important. A lot of companies are reporting the top range of carbon content, but because mining needs to stretch over many years, carbon content needs to be consistent throughout and not just good for three months.
The type of graphite is critical—flake and vein graphite are the best. Flake is the good stuff. Vein graphite is even better—it is found in lumps in the ground and is "cooked" by long geological processes. It is the form closest to diamond mineralization, and for this reason is much rarer, only found in Sri Lanka today.
A third key factor is infrastructure. Transportation makes up a large portion of the costs of large-scale graphite production. Currently, graphite is going through a high price peak, so existing producers are enjoying themselves. Producers have to prepare for the worst: If the price comes back down to perhaps half of its current market value, a producer's logistics are critical because that's where it either spends a lot of money or saves a lot of money.
TCMR: We didn't hear much about graphite even a year ago, certainly not from publicly listed companies. Are we still going to be talking about graphite in three years?
SM: We will. Lithium is a perfect comparison, because, in 2009, it had the same boom graphite is now having. In 2010, it reached a peak. Lots of juniors entered the industry. Everyone got excited about it. In 2011, nearly all of the juniors fell away, and the remaining players were focusing on their projects and not making as much noise. This year, we're seeing consolidation in the industry. Graphite will follow the same pattern.
TCMR: Has the boom in the price of high-quality graphite over the last year or so surprised you?
SM: Not really, because you have to look at the fundamentals. Graphite supply has been neglected for a generation yet it's still used in a lot of growing markets. Graphite's demand security is in its diversity: when one market drops off, another steps up.
When you only have this situation with a handful of active mines and no new operations planned, then there's only really one outcome: Eventually prices are going to rise, because there's going to be a supply squeeze. China adds a huge element of future supply uncertainty as well.
TCMR: The last graphite boom was in the 1990s. But then prices fell, and a number of mines were mothballed. Who's to say that won't happen again?
SM: It could happen again. That's always the risk, when you have so many potential mines coming online.
China caused the bust in the 1990s. New producers flooded the world market and put a lot of people out of business with low-cost production. Today, in a twist of fate, China could now be the cause for making these mines viable again. We have to look at how much production China controls, and its long-term goals, what it wants to do with its economy and its raw materials. Any new bust, however, is not going to be as drastic as the one in the early 1990s.
TCMR: One of the graphite derivatives that is very misunderstood is graphene, which is a single layer of graphite that is created in labs. How close is the industry to commercial-scale graphene production?
SM: The industry is some way off. A Google search will throw up many companies claiming they can produce graphene. But I wouldn't call it graphene—I'd call it nano-graphite. There may be three, four, five layers of graphene in their products.
Graphene is used in intelligent inks, for example, which are used for security systems on bank cards. That's its first market, and others may emerge in the next few years. But I believe the production of true graphene is many years away—commercially producing true graphene one-molecule thick—is extremely challenging, one of the biggest materials scientists will face. But if they crack it, the possibilities for its use are almost endless and it would revolutionize they way we live our lives. But to get graphene's super properties we all read about, you need to peel away and isolate a one-molecule layer. It's almost impossible to do that on a commercial scale. In terms of serious large-scale commercial use, it's at least 15 years away, and predicting 15 years into the future is like trying to predict 1,500 years into the future.
TCMR: Will the steel and battery industry end users drive another layer of graphite's growth?
SM: Yes. The steel industry uses refractories, which are protective layers for vessels that hold molten steel. If you pour molten steel into metal, it's going to melt through. So refractories are lined with bricks that can handle extreme temperatures. A big component of brick is graphite—up to 15% per brick. The steel, cement, petrochemical, glass and ceramics industries all use graphite in this way.
TCMR: What about lithium-ion batteries for electric cars—that's a significant amount of graphite in those products, too, correct?
SM: Electric vehicles are not a big demand driver today. But that's where the potential lies. In an electric car battery 1.8 kilograms (kg) graphite is used per kilowatt hour (KWh). Then take a battery pack equating to 24 KWh (like Nissan's LEAF), that's 38kg natural graphite per battery. It's a long way off, but if a manufacturer were to sell a million of these cars, that amounts to 3.8 Mt natural graphite. The natural graphite market is 1.1 Mt a year at the moment. So you can see why people are excited about it.
TCMR: What are some companies with graphite projects that could fill the supply gap for natural graphite, especially large-flake graphite?
SM: I'd look first at the companies that are actually producing graphite now. There's Timcal Ltd., which is publicly traded by Imerys (NK:PA), based in Paris. Imerys is a big minerals company; graphite is just one small area of its business. But its mine in Quebec is the only major active mine in North America. In December, Imerys announced plans for three new mines in the area, which shows that existing companies have the ability to do it straightaway.
TCMR: Canada in general seems to have a lot of potential for economic graphite deposits.
SM: Exactly. It's got a handful of leading juniors: Focus Metals Inc. (FMS:TSX.V), Northern Graphite Corporation (NGC:TSX; NGPHF: OTCQX), Ontario Graphite Ltd. (private) and Mega Graphite Inc. (IPO expected by the end of Q112).
Focus Metals' primary graphite operation is the Lac Knife deposit in Quebec. The deposit is famous and has been on our radar for more than 20 years. It's a large, high-quality graphite deposit with about 8.1 Mt flake at 16% average carbon content, which is strong. And the company is investing in technology to make graphene, which sets it apart.
TCMR: How close is that project to production?
SM: It's at least two years from production, the same as any other new junior. Building a new mine anywhere in the world is never a quick process.
...
TCMR: What advice would you give to investors who are interested in the graphite story?
SM: The resource is everything. The larger the flake and the higher the purity of carbon the more critical it will be to high-tech applications. Also look at what the company's plans are for selling this material and if it is targeting specific markets—co-operation with Japan and South Korea will be key here. Traders from these countries are usually the most savvy of long-term investors.
The most interesting graphite plays are those that are focused on technology end uses. Producing high-tech-compatible materials for emerging markets, like spherical graphite for batteries, will add the serious value.
Industrial Minerals is working on the Natural Graphite Report 2012, which should be out in the next two months. It's an extensive world overview of production, prices and demand and should answer any more questions readers may have.
TCMR: Thank you for speaking with us today.
SM: My pleasure.
http://www.theaureport.com/pub/na/13107
TICKERS: AXE, FMS, NK, NGC; NGPHF, SER, ZC
Source: Brian Sylvester of The Critical Metals Report (4/17/12)
Graphite is the Next Big Thing for resource investors, but as in any sector, due diligence is a prerequisite for success. Enter Simon Moores, graphite market specialist with Industrial Minerals in London. In this exclusive interview with The Critical Metals Report, he explains why graphite is "the perfect mineral," why we're still going to be talking about it years from now and which companies to watch in this emerging industry.
The Critical Metals Report: You once called graphite the perfect mineral. Why?
Simon Moores: It's conductive; it's a lubricant; it's resistant to high temperatures and it's a strong mineral. This means it doesn't have just one major market; it has an abundance of markets and uses. It's key to existing technologies that have been around for 100 years as well as new technologies, like lithium-ion batteries.
But despite what many think, it's not a niche industry. Rare earths and lithium are niche industries. Each year, 1.1 million tons (Mt) of graphite is produced. It's bigger by volume than molybdenum, vanadium, cobalt, tungsten, rare earths and lithium combined.
Graphite miners operate all around the world in Canada, Brazil, Europe, India and, of course, China, which accounts for 80% of production. That's a new figure that our research at Industrial Minerals has just uncovered for the new Natural Graphite Report 2012. China's grip on graphite production is greater than people thought previously.
TCMR: What is China's next move in the graphite market? Do you think there will be more quotas and export restrictions?
SM: There are no rare-earth style quotas at the moment. China doesn't say, "We are only allowing 400,000 tons (t) of graphite to be exported every year." But the country is doing things that could restrict the raw materials supply. The government doesn't like exporting raw materials that other people make money from. It is trying to build a value chain to unlock the value in its natural resources.
For example, China exports flake graphite to Japan. Japan turns it into battery-grade graphite, which is then used to make anodes, which is then used to make batteries, which Japan then ships for a much higher cost than the raw graphite. Now China is trying to build those finished products domestically. As a result, less raw material will come out of the country. In addition, China is trying to control its sprawling mining industry by forcing consolidation. Graphite is a perfect example of a sprawling Chinese mining industry.
TCMR: China is already encouraging foreign companies who depend on rare earth elements (REEs) to set up shop in the country. Do you see the same story unfolding in the graphite industry?
SM: The difference with rare earths is that China is the only place you can get good supply. It operates the world's only mine in Inner Mongolia until Molycorp and Lynas truly get underway.
China is aware that companies can get graphite elsewhere. It is also aware that at the moment it makes good business sense to sell quality raw material at high prices for the short term. Longer term, the story is different.
TCMR: China's had environmental problems with some of its rare earth operations. You visited some graphite mines in China. Are the graphite mines environmentally problematic?
SM: No, it's basic mining that has been around for centuries—extracting from the ground, crushing and grinding. You then put it in a floatation tank with reagents. This part of the process requires chemicals, but these are well known chemicals used in many other industries. Finally, graphite processors dry it and bag it. Graphite is an inert mineral, so it's not harmful. There are no underlying environmental problems in graphite mining.
The only area that holds some controversy is processing into spherical graphite, which requires additional chemical and physical treatment. Acid treatment is quite intensive and there could be future controversy surrounding the disposal of acids used.
TCMR: Are the Chinese mines primarily producing large-flake graphite or a lower-end product?
SM: It's almost a 50-50 split. Flake graphite mining exists all the way down the country's spine. This is good-quality material suitable for both domestic and international refractory and battery markets.
The Hunan province, in the south, is home to amorphous graphite, the old-style graphite people first started mining around the world. Amorphous is more common because the graphitization is lower and closer to coal, whereas flake graphite is closer to diamonds. Amorphous graphite supplies lower-end markets that produce products like pencils and lubricants.
TCMR: You describe the graphite market as having "layers" of demand. What does that mean?
SM: When graphite first came into use, it was mainly employed in lubricants and pencils. Those were the primary demands until after World War II, when the steel industry, driven by construction, became an additional end user, forming a second layer that boosted demand by about 30%. In the 1960s, the auto boom and car construction, especially in North America and Europe, formed yet another layer. Throughout graphite's industrial history, new technologies keep emerging while demand from traditional industries hasn't dropped off. This has built graphite into the 1.1 Mt industry it is today.
TCMR: Are there any graphite substitutes for these new technologies?
SM: Synthetic graphite is a substitute. Cost is still prohibitive, and people prefer flake graphite's properties. Batteries, for example, require a good porosity and surface area so the lithium ions can flow through the anode and generate the charge. Man-made graphite doesn't really provide that.
TCMR: What are some characteristics of an economic graphite deposit?
SM: The carbon content throughout the deposit is very important. A lot of companies are reporting the top range of carbon content, but because mining needs to stretch over many years, carbon content needs to be consistent throughout and not just good for three months.
The type of graphite is critical—flake and vein graphite are the best. Flake is the good stuff. Vein graphite is even better—it is found in lumps in the ground and is "cooked" by long geological processes. It is the form closest to diamond mineralization, and for this reason is much rarer, only found in Sri Lanka today.
A third key factor is infrastructure. Transportation makes up a large portion of the costs of large-scale graphite production. Currently, graphite is going through a high price peak, so existing producers are enjoying themselves. Producers have to prepare for the worst: If the price comes back down to perhaps half of its current market value, a producer's logistics are critical because that's where it either spends a lot of money or saves a lot of money.
TCMR: We didn't hear much about graphite even a year ago, certainly not from publicly listed companies. Are we still going to be talking about graphite in three years?
SM: We will. Lithium is a perfect comparison, because, in 2009, it had the same boom graphite is now having. In 2010, it reached a peak. Lots of juniors entered the industry. Everyone got excited about it. In 2011, nearly all of the juniors fell away, and the remaining players were focusing on their projects and not making as much noise. This year, we're seeing consolidation in the industry. Graphite will follow the same pattern.
TCMR: Has the boom in the price of high-quality graphite over the last year or so surprised you?
SM: Not really, because you have to look at the fundamentals. Graphite supply has been neglected for a generation yet it's still used in a lot of growing markets. Graphite's demand security is in its diversity: when one market drops off, another steps up.
When you only have this situation with a handful of active mines and no new operations planned, then there's only really one outcome: Eventually prices are going to rise, because there's going to be a supply squeeze. China adds a huge element of future supply uncertainty as well.
TCMR: The last graphite boom was in the 1990s. But then prices fell, and a number of mines were mothballed. Who's to say that won't happen again?
SM: It could happen again. That's always the risk, when you have so many potential mines coming online.
China caused the bust in the 1990s. New producers flooded the world market and put a lot of people out of business with low-cost production. Today, in a twist of fate, China could now be the cause for making these mines viable again. We have to look at how much production China controls, and its long-term goals, what it wants to do with its economy and its raw materials. Any new bust, however, is not going to be as drastic as the one in the early 1990s.
TCMR: One of the graphite derivatives that is very misunderstood is graphene, which is a single layer of graphite that is created in labs. How close is the industry to commercial-scale graphene production?
SM: The industry is some way off. A Google search will throw up many companies claiming they can produce graphene. But I wouldn't call it graphene—I'd call it nano-graphite. There may be three, four, five layers of graphene in their products.
Graphene is used in intelligent inks, for example, which are used for security systems on bank cards. That's its first market, and others may emerge in the next few years. But I believe the production of true graphene is many years away—commercially producing true graphene one-molecule thick—is extremely challenging, one of the biggest materials scientists will face. But if they crack it, the possibilities for its use are almost endless and it would revolutionize they way we live our lives. But to get graphene's super properties we all read about, you need to peel away and isolate a one-molecule layer. It's almost impossible to do that on a commercial scale. In terms of serious large-scale commercial use, it's at least 15 years away, and predicting 15 years into the future is like trying to predict 1,500 years into the future.
TCMR: Will the steel and battery industry end users drive another layer of graphite's growth?
SM: Yes. The steel industry uses refractories, which are protective layers for vessels that hold molten steel. If you pour molten steel into metal, it's going to melt through. So refractories are lined with bricks that can handle extreme temperatures. A big component of brick is graphite—up to 15% per brick. The steel, cement, petrochemical, glass and ceramics industries all use graphite in this way.
TCMR: What about lithium-ion batteries for electric cars—that's a significant amount of graphite in those products, too, correct?
SM: Electric vehicles are not a big demand driver today. But that's where the potential lies. In an electric car battery 1.8 kilograms (kg) graphite is used per kilowatt hour (KWh). Then take a battery pack equating to 24 KWh (like Nissan's LEAF), that's 38kg natural graphite per battery. It's a long way off, but if a manufacturer were to sell a million of these cars, that amounts to 3.8 Mt natural graphite. The natural graphite market is 1.1 Mt a year at the moment. So you can see why people are excited about it.
TCMR: What are some companies with graphite projects that could fill the supply gap for natural graphite, especially large-flake graphite?
SM: I'd look first at the companies that are actually producing graphite now. There's Timcal Ltd., which is publicly traded by Imerys (NK:PA), based in Paris. Imerys is a big minerals company; graphite is just one small area of its business. But its mine in Quebec is the only major active mine in North America. In December, Imerys announced plans for three new mines in the area, which shows that existing companies have the ability to do it straightaway.
TCMR: Canada in general seems to have a lot of potential for economic graphite deposits.
SM: Exactly. It's got a handful of leading juniors: Focus Metals Inc. (FMS:TSX.V), Northern Graphite Corporation (NGC:TSX; NGPHF: OTCQX), Ontario Graphite Ltd. (private) and Mega Graphite Inc. (IPO expected by the end of Q112).
Focus Metals' primary graphite operation is the Lac Knife deposit in Quebec. The deposit is famous and has been on our radar for more than 20 years. It's a large, high-quality graphite deposit with about 8.1 Mt flake at 16% average carbon content, which is strong. And the company is investing in technology to make graphene, which sets it apart.
TCMR: How close is that project to production?
SM: It's at least two years from production, the same as any other new junior. Building a new mine anywhere in the world is never a quick process.
...
TCMR: What advice would you give to investors who are interested in the graphite story?
SM: The resource is everything. The larger the flake and the higher the purity of carbon the more critical it will be to high-tech applications. Also look at what the company's plans are for selling this material and if it is targeting specific markets—co-operation with Japan and South Korea will be key here. Traders from these countries are usually the most savvy of long-term investors.
The most interesting graphite plays are those that are focused on technology end uses. Producing high-tech-compatible materials for emerging markets, like spherical graphite for batteries, will add the serious value.
Industrial Minerals is working on the Natural Graphite Report 2012, which should be out in the next two months. It's an extensive world overview of production, prices and demand and should answer any more questions readers may have.
TCMR: Thank you for speaking with us today.
SM: My pleasure.
http://www.theaureport.com/pub/na/13107
Aus dem ariva Forum von carpe_diem eingestellt.
Auszug aus BTM's Graphit-Report, April 2012 - Link: http://www.stockhouse.com/Bullboards/...&r=1&s=FMS&t=LIST
"Some of FMS flaws are about purity when compared to Bisset Creek at 96.1%C vs. 97.7%C. Recent results from metallurgical testing indicate FMs should be able to achieve 99% to 99.9% similar to Northern Graphite. That being said, Focus Metal’s Lac Knife is still ha a high purity when compared to most other graphite deposits and the grade at Lac Knife more than makes up for percentage point in difference in initial carbon purity results. In the end, both companies will mine at a profit at current graphite prices. Focus Metals will not net as a high price overall per tonne of graphite produced, but they will produce 6 times more graphite per tonne than Northern Graphite making it extremely high value inspite of naysayers opinions about Lac Knife Graphite. The big negative I hear is not enough jumbo distribution. I got news for you folks; the Lac knife grade for jumbo flake alone is 2.57%Cg. That is more than the overall grade at Bisset Creek. ."
Auszug aus BTM's Graphit-Report, April 2012 - Link: http://www.stockhouse.com/Bullboards/...&r=1&s=FMS&t=LIST
"Some of FMS flaws are about purity when compared to Bisset Creek at 96.1%C vs. 97.7%C. Recent results from metallurgical testing indicate FMs should be able to achieve 99% to 99.9% similar to Northern Graphite. That being said, Focus Metal’s Lac Knife is still ha a high purity when compared to most other graphite deposits and the grade at Lac Knife more than makes up for percentage point in difference in initial carbon purity results. In the end, both companies will mine at a profit at current graphite prices. Focus Metals will not net as a high price overall per tonne of graphite produced, but they will produce 6 times more graphite per tonne than Northern Graphite making it extremely high value inspite of naysayers opinions about Lac Knife Graphite. The big negative I hear is not enough jumbo distribution. I got news for you folks; the Lac knife grade for jumbo flake alone is 2.57%Cg. That is more than the overall grade at Bisset Creek. ."
Antwort auf Beitrag Nr.: 43.056.918 von ThumsUp am 18.04.12 20:11:23Umgekehrt wird für mich ein Schuh daraus ThumsUp...
Focus Metals hat doch gerade erst den erfolgreichen Abschluss einer Privatplatzierung von Flow-Through-Aktien auf Bought-Deal-Basis im Wert von $ 10 Mio. bekannt gegeben.
Der Erlös der PP wird für weitere Explorationsaufwendungen der Graphitprojekte Lac Knife, Kwyjibo und den sonstigen Konzessionsgebieten in Quebec verwendet.
Dabei sind die bereits vorliegenden Explorationsergebnisse bereits heute Weltspitzenklasse...
(siehe hierzu auch den wirklich großartigen Bericht von User combatiente Beitrag 342)
Die Produktion ist im Vergleich zu anderen angehenden Grafitproduzenten der freien Industriestaaten sogar extrem nahe...
und ähnlich wie eines deiner Lieblings-Aktien Avalon (schwere Seltene Erden)wird auch Focus mit Grafit zukünftig eine Schlüsselfunktion bei grünen Energietechnologine und anderen wachsenden High-Tech-Anwendungen einnehmen. Focus stellt eine der wenigen möglichen Quellen zukünftiger Grafitproduktionsstätten außerhalb von China dar.
Die zwei kanadischen Grafit- Vorzeigeunternehmen Focus Metal und Northern Graphit liefern sich momentan ein Kopf an Kopf- Rennen wer denn wohl zuerst in Produktion geht...
Und die daraus resultierenden zukünftigen Gewinnerwartungen... nun... hier ist bekannt dass die Ersten halt die Ersten sein werden...
Es gibt daher für mich eigentlich keinen ersichtlichen Grund warum es überhaupt runter geht !?
Ausser vielleicht, wie vor einiger Zeit von User Raginghammer befürchtet, das vorrübergehende kolabieren des Gesamtmarktes.
Diese Misslage des Gesamtmarktes dürfte sich aber lt. dem statistischen Jahrhundertkalender wegen den anstehenden US- Wahlen spätestens ab Ende Juni dramatisch verbessern.
Focus wird von einem Managment geführt welches Top- Erfahrungen im Graphitsektor mitbringt...
Am 3. Mai 2012 will das MM eine außerordentliche Jahreshauptversammlung für die Aktionäre einberufen:.
Hier soll wohl entsprechend der Unternehmensphilosophie im Sinne einer vertikalen Integration sämtlicher Wertschöpfungsschritte über die 40%tge Beteiligung an Grafoid für die geplante Konzentration des Graphits auf 99% Geaphitgehaltes abgestimmt werden.
In den Foren liest man zuweilen dass auf der Aktionärsversammlung eventuell auch ein Offtake-Partner benannt werden könnte...
Wir dürfen also gespannt sein... in zwei Wochen wissen wir mehr...
Focus Metals hat doch gerade erst den erfolgreichen Abschluss einer Privatplatzierung von Flow-Through-Aktien auf Bought-Deal-Basis im Wert von $ 10 Mio. bekannt gegeben.
Der Erlös der PP wird für weitere Explorationsaufwendungen der Graphitprojekte Lac Knife, Kwyjibo und den sonstigen Konzessionsgebieten in Quebec verwendet.
Dabei sind die bereits vorliegenden Explorationsergebnisse bereits heute Weltspitzenklasse...
(siehe hierzu auch den wirklich großartigen Bericht von User combatiente Beitrag 342)
Die Produktion ist im Vergleich zu anderen angehenden Grafitproduzenten der freien Industriestaaten sogar extrem nahe...
und ähnlich wie eines deiner Lieblings-Aktien Avalon (schwere Seltene Erden)wird auch Focus mit Grafit zukünftig eine Schlüsselfunktion bei grünen Energietechnologine und anderen wachsenden High-Tech-Anwendungen einnehmen. Focus stellt eine der wenigen möglichen Quellen zukünftiger Grafitproduktionsstätten außerhalb von China dar.
Die zwei kanadischen Grafit- Vorzeigeunternehmen Focus Metal und Northern Graphit liefern sich momentan ein Kopf an Kopf- Rennen wer denn wohl zuerst in Produktion geht...
Und die daraus resultierenden zukünftigen Gewinnerwartungen... nun... hier ist bekannt dass die Ersten halt die Ersten sein werden...
Es gibt daher für mich eigentlich keinen ersichtlichen Grund warum es überhaupt runter geht !?
Ausser vielleicht, wie vor einiger Zeit von User Raginghammer befürchtet, das vorrübergehende kolabieren des Gesamtmarktes.
Diese Misslage des Gesamtmarktes dürfte sich aber lt. dem statistischen Jahrhundertkalender wegen den anstehenden US- Wahlen spätestens ab Ende Juni dramatisch verbessern.
Focus wird von einem Managment geführt welches Top- Erfahrungen im Graphitsektor mitbringt...
Am 3. Mai 2012 will das MM eine außerordentliche Jahreshauptversammlung für die Aktionäre einberufen:.
Hier soll wohl entsprechend der Unternehmensphilosophie im Sinne einer vertikalen Integration sämtlicher Wertschöpfungsschritte über die 40%tge Beteiligung an Grafoid für die geplante Konzentration des Graphits auf 99% Geaphitgehaltes abgestimmt werden.
In den Foren liest man zuweilen dass auf der Aktionärsversammlung eventuell auch ein Offtake-Partner benannt werden könnte...
Wir dürfen also gespannt sein... in zwei Wochen wissen wir mehr...
Graphite Report: April 2012
http://us2.campaign-archive2.com/?u=6aec09ee2c6c558d6b5867e6…
http://us2.campaign-archive2.com/?u=6aec09ee2c6c558d6b5867e6…
Trading Spotlight
Es ist ja erstmal kein gter Grund ersichtlich, warum es kurzfristig hier hochgehen sollte. Produktion in weiter Ferne, klamme finanzielle situation, keine wegweisenden news zu erwarten. mk mit ca 100m cad ist auch schon ´ne hausnummer. ich hoffe auch, dass es wieder hoch geht, ich schätze aber, dass hier durchaus noch luft nach unten ist. daumen drücken- und warten.
Antwort auf Beitrag Nr.: 43.056.745 von tigerrabbit0409 am 18.04.12 19:44:16Damit eine altes Abstauber-Limit von mir ausgeführt werden konnte !!! 
Erstkauf !
Das nächste Limit direkt nachgeschoben.
Erstkauf !
Das nächste Limit direkt nachgeschoben.
Hallo zusammen,
letzter Beitrag 13.04. alles ausgeflogen ? oder hat
keiner Interesse mehr an diesem Sch... ding.
Hat jemand je Ahnung, warum Focus so abkackt ? minus 12%
letzter Beitrag 13.04. alles ausgeflogen ? oder hat
keiner Interesse mehr an diesem Sch... ding.
Hat jemand je Ahnung, warum Focus so abkackt ? minus 12%
Wie siehst du das mit dem erhöhten Volumen seit Mitte März in Verbindung mit dem Anstieg?
Hallo Raginghammer,
sorry, dass ich Deine Frage erst jetzt gesehen habe, ich lese hier derzeit nur quer, da ich alles in SRK umgeschichtet habe (Der Kurs von FMS bewegt sich für meinen Geschmack zu träge, was sicherlich auch durch die höhere MK bedingt ist...)
Das hohe Volumen bei gleichzeitigem Kursanstieg war mir mauch nicht entgangen und nicht anders, als "Kaufdruck" zu interpretieren gewesen. Leider ist das Volumen seit Ende März aber deutlich abgeflaut...
Weder FMS, noch andere Graphit-Explorer oder Uran- und REE-Werte konnten sich zuletzt vom Gesamtmarkt abkoppeln. In allen 3 Segmenten sehe ich aber zunehmend positive Zeichen für erneut beginnende kurzfristige Aufwärtstrends, so dass ich auch bei FMS insgesamt positiv gestimmt bin. Meiner Beobachtung zufolge hängt FMS komischer Weise NGC oft 2-3 Tage bzgl. der Kursentwicklung hinterher (nur so als Tip, vergleiche mal selbst), so dass ich diesen Indikator ggf. ebenfalls bei Tradinginvestments berücksichtigen würde.
Insgesamt sehe ich den Graphit-Sektor weiterhin bullisch und glaube, dass wir hier bis in den Sommer rein weiter hochlaufen werden.
Nur meine Meinung und keine Handelsaufforderung...
LG, ER
Hallo Raginghammer,
sorry, dass ich Deine Frage erst jetzt gesehen habe, ich lese hier derzeit nur quer, da ich alles in SRK umgeschichtet habe (Der Kurs von FMS bewegt sich für meinen Geschmack zu träge, was sicherlich auch durch die höhere MK bedingt ist...)
Das hohe Volumen bei gleichzeitigem Kursanstieg war mir mauch nicht entgangen und nicht anders, als "Kaufdruck" zu interpretieren gewesen. Leider ist das Volumen seit Ende März aber deutlich abgeflaut...
Weder FMS, noch andere Graphit-Explorer oder Uran- und REE-Werte konnten sich zuletzt vom Gesamtmarkt abkoppeln. In allen 3 Segmenten sehe ich aber zunehmend positive Zeichen für erneut beginnende kurzfristige Aufwärtstrends, so dass ich auch bei FMS insgesamt positiv gestimmt bin. Meiner Beobachtung zufolge hängt FMS komischer Weise NGC oft 2-3 Tage bzgl. der Kursentwicklung hinterher (nur so als Tip, vergleiche mal selbst), so dass ich diesen Indikator ggf. ebenfalls bei Tradinginvestments berücksichtigen würde.
Insgesamt sehe ich den Graphit-Sektor weiterhin bullisch und glaube, dass wir hier bis in den Sommer rein weiter hochlaufen werden.
Nur meine Meinung und keine Handelsaufforderung...
LG, ER
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Focus Graphite -- ehem. FOCUS METALS - EINE NEUE GRAPHIT / REE - PERLE !!!!
