Focus Graphite -- ehem. FOCUS METALS - EINE NEUE GRAPHIT / REE - PERLE !!!! (Seite 166)

[muenchenguru]

Antwort auf Beitrag Nr.: 42.496.711 von mopedmuddi am 18.12.11 20:35:05

vielen Dank für den Beitrag.
Hast Du eigtl. einen Link oder kam das per Mail, soviel ich weiß hat Byron King einen Bezahl-Newsletter...

[Raginghammer]

Antwort auf Beitrag Nr.: 42.496.711 von mopedmuddi am 18.12.11 20:35:05

Herzlichen Dank für deine Information.
Würde mich freuen, wenn du zukünftige Updates von Byron King bzgl. FMS hier postest.

SG
Raging

[mopedmuddi]

Denke, der kurzfristige Kursanstieg liegt eher an der Empfehlung von Byron W. King, die Freitag Abend rauskam:

Focus on the Next Age of Carbon
Focus on Graphite
I was in London last week to attend a major international conference on graphite and graphene. There's much to tell you on that subject, but let's stay specific to ESI for now. We've been following this graphite-graphene space via our interest in Focus Metals (FMS: TSX-V), which has been in the ESI portfolio since February.
Focus shares have ridden up and down with the broad market trends this year. The share price was well over a dollar through about May. Then Focus shares traded in the
.80-1.00 range over the summer. Then we had a fall swoon to the 60-cent range.
I share the frustration of many readers that the Focus share price is not much, much stronger and far, far higher. The current market psychology simply won't let anything break too far to the upside, no matter the merits -- and with Focus, the merits are many.
I visited the actual graphite deposit at Lac Knife, Quebec, in September, and gave you a write-up on it. As I indicated, the actual graphite material in the ground is astonishing, due to its superb quality.
Since September, I've been doing more research in the field of mineralogy and crystallography, as pertains to graphite, as well as the chemistry and physics of graphene.
First, I'll say that the Lac Knife graphite is among the BEST ore in the world -- courtesy of hundreds of millions of years of geologic process. I won't get overly detailed, but there appears to have been two, and maybe three, major metamorphic episodes that cooked this graphite -- deep and hot -- and in essence "refined" it to the phenomenal quality we see.
Why is that important? Well, this gets to my second big point. Focus CEO Gary Economo let the cat out of the bag in London. He publicly stated something that I was keeping quiet, for lack of "official" confirmation -- until now.
The Graphene Revolution
According to Gary Economo, Lac Knife graphite is uniquely suited to extract "natural" graphene. That is, there's ore, and then there's Lac Knife ore. All those metamorphic episodes, and the associated heating episodes and hydrothermal geochemistry, have given us a raw material that's valuable almost to the point of pricelessness. It's sure as heck is worth more than 60 cents per share!
Thus, Focus has teamed up with a world-class chemistry group led by one of the very best graphite chemists you'll ever find. And Focus has accomplished the mission of extracting graphene from its graphite. (As is the custom here in ESI, I won't get into naming names, out of respect for people’s privacy and personal security.)
Up till now, almost all of the graphene that's ever been produced -- and overall, it's just very small quantities -- has been via a process called chemical vapor deposition (CVD). Basically, you pass methane gas (CH4) through an electromagnetic field. That energy field strips off the hydrogen atoms. Then the carbon "deposits" on another surface, with the carbon atoms arranged hexagonally in a super-thin layer.
How thin? Well, think of graphene as kind of like a sheet of paper -- except MUCH thinner. I mean one or two or, at most, a very few atomic diameters. Yet the graphene is extensive in its 2-D form. It's very flat and very thin. In crystallographic terms, you'd say that there's extensive carbon arrayed along the x- and y-axes, with just one or two carbon atoms' thickness along the vertical, z-axis.
Also, due to the nature of carbon-carbon bonding, graphene is ultra strong. How strong? Well, if steel is strong, then graphene is 200 times stronger. Yes, 200 times. Maybe more.
So why not just use CVD to make large amounts of graphene? That's easier said than done. There's a certain randomness to how the carbon atoms deposit under CVD. They go where they want to go. It's such a problem that the people who currently manufacture graphene via CVD can only create such small amounts of the substance. Graphene is so exotic that the going price is over $400 per gram -- or $181,600 per pound!
But Focus has figured out how to extract graphene from its Lac Knife graphite. Believe me, that's quite a scientific coup! Not to mention, it's going to become a cash cow for Focus by early in 2012.
I spoke with the top chemist about how he has managed to extract the graphene from the graphite. The short version of the answer is that it's a monumental achievement. I won't even begin to try and explain the process -- and it's so proprietary that I won't give away even the tiniest hint of how to do it. Go get your own world-class chemist. But the bottom line in all of this is that extracting graphene is doable, especially from the Lac Knife ore.
Even better, the "natural" graphene from Lac Knife graphite retains far better electrical and conductivity properties than the graphene that comes from CVD. So now we're dealing with a super-thin, super-strong substance that has phenomenal electrical and electronic properties too.
In the near-term, the Focus plan is to extract graphene in small-batch amounts. The chemistry side of Focus will just take Lac Knife ore and run it at low volumes, essentially on a bench-scale system. The idea is to prove up the ore, the process and the product to potential buyers. At $400 per gram, you don't need to run large volumes.
Where does it go from here? As far as you can open your mind.
The Next Carbon Revolution
Will graphene replace silicon in computer chips? Yes, and it won't take too long. Graphene is thin, strong and electrically conductive. You can etch it. You can stack it and build whatever transistor you want to design.
It's not overstating the case to say that silicon is becoming obsolete. Somebody ought to tell the chip makers. OK, I'm just kidding -- sort of. The chip makers know this. Indeed, you'll eventually see graphene technology in common items like hand-held devices.
Can you add graphene to metal or plastic and make materials much stronger? I'm glad you asked, because you sure can. You can actually add graphene to molten metal and when it cools, the graphene crystals will align within the metallic crystal structure. It helps that graphene doesn't even begin to break down until over 3,000 degrees Celsius -- hotter than the melting point of almost any metal. So now you can have graphene-strengthened supermetals.
In fact, the head chemist for Focus showed me a piece of boring old polystyrene plastic that he re-extruded and impregnated just with nanotubes -- not even graphene. The stuff was nearly unbreakable. "This was just to prove up the extrusion process," he said. "Now imagine how strong that'll be when we add actual graphene."
Using graphene, we're talking about an entire new generation of supermaterials, with Star Trek qualities. To mix my metaphors, I'd say that Star Trek IS graphene! In one back-of-the envelope calculation, we figured that a graphene-strengthened piece of plastic or steel just a fraction of an inch thick could offer the same protection as 8 inches of armor plate.
What else? How about alternative energy applications? Imagine graphene coatings on windows that, in effect, create solar panels with efficiencies over twice what people are currently getting from the best panels. Think in terms of solar cells with 75% efficiency and more. Maybe we really will see solar-powered skyscrapers.
So last week in London, and as editor of ESI, one of my main goals was just to keep my eyes and ears open to what was coming from Gary Economo, CEO of Focus Metals. That alone was worth the trip, yet there was even more to learn about graphite, let alone from the other companies and people I visited.
At this stage, I'm enthusiastic about Focus Metals. It's not only an outstanding resource investment, due to the ore body and the management ability to build a mine. With Focus, the high-tech angle is astronomical. At the current share price, Focus is certainly a buy for ESI.
As you can tell, there's much going on in this carbon space. I've barely scratched the surface! And the rest of the London conference was eye-opening as well. I'll report on this more next week, as well as offer you more ideas which ought to brighten your outlook for 2012.
Byron W. King

[rauldiblasio]

Antwort auf Beitrag Nr.: 42.493.979 von tommy-hl am 17.12.11 01:54:16

man sagt große Bewegungen in den letzten Handelsstunden (ab 20.00 Uhr) werden durch das sog. smart money verursacht.

Das sind keine kleinen Fische, sondern eher das big money.

[tommy-hl]

In der letzten Handelsstunde wurde unter relativ hohem Volumen der Kurs von C$ 0,60 auf 0,65 hochgezogen.

Volumen + SK 0,65 sind m. E. ein Kaufsignal, allerdings macht mich das mit der letzten Handelsstunde stutzig. Ob nun eine Trendumkehr stattgefunden hat, werden wir wohl erst nä. Wo. eindeutig wissen.

[rauldiblasio]

Antwort auf Beitrag Nr.: 42.490.328 von tommy-hl am 16.12.11 11:40:04

Also, ich würde an dieser Stelle eine Überlegung miteinbringen-

kann vielleicht nicht sogar etwas Kalkül hinter diesen Verzögerungen stecken. Man muss sich doch mal die Gesamtwirtschaftliche Situation anschauen - Rohstoffe und Industriemetalle haben es zur Zeit wirklich nicht leicht.
Das R-Wort greift bereits wieder um sich und selbst anerkannte Indikatoren (Ecri-Frühindikatoren, Lagerbestäne, Liquiditätsengpässe, ect..) malen ein düsteres Bild.
Da könnte es vielleicht auch sein, dass ein potentieller und potenter jv-partner auch lieber mal die füße still hält oder Investitionen zurückhält.

Und übrigens, hätten die Notenbanken in Usa,Japan England ect.. nicht in einer konzertierten Aktion Liquidität bereitgestellt, würden wir wahrscheinlich ganz andere Kurse sehen.

Zur Zeit hängt der Kurs unserer kleinen Aktie leider noch vielmehr von irgendwelchen Maßnahmen einer Fed, Ezb oder weiß der Teufel was ab als den meisten lieb ist.
Habe in diesem Zusammenhang auch etwas den Verdacht, dass grüne Technologien wie z.B Solar, Windkraft zu Zeit deshalb wie die Sau geshortet werden, damit die Big Boyz bei Tiefstkursen einkaufen können. Das ist aber spekulativ ..

Wie dem auch sei, so super die Fundamentals bei Focus auch sind, in solch einem schwierigen Umfeld muss man halt mal mit Verzögerungen rechnen. Mir persönlich macht das rein gar nichts denn die fundamentalen Gegebenheiten ändern sich ja nicht.


Mit anderen Worten:

Weltmarkt am A.. = Focus noch warten ( um sich günstig in Position zu bringen)

[Raginghammer]

Antwort auf Beitrag Nr.: 42.490.328 von tommy-hl am 16.12.11 11:40:04

Danke Tommy für deine Meinung.
Du hast recht der Aktienkurs sagt was anderes.

Trotzdem stimmt es mich nachdenklich, daß FMS auf einen Blog verlinkt der SGL Carbon erwähnt. Wie gesagt, sowas habe ich bis jetzt noch nie gesehen.

SG

[tommy-hl]

Das Kaufinteresse in CAN ist noch verhalten.
Ich werde noch abwarten mit einem Nachkauf.
Entscheidend ist der Schlusskurs in CAN.
Heute also nur zuschauen ...

[tommy-hl]

Im Letter to shareholders vom 9.11.11 gab der CEO u. a. einen Hinweis auf die Lokalität der Verhandlungspartner. Danach sitzen die Kandidaten in Europa + Asien, was SGL natürlich mit einschließt:


As an emerging junior mining development and technology innovator, Focus Metals has an obligation to its shareholders and its financial partners to seek the best possible outcome of discussions and negotiations with potential production partners and graphite buyers.

Toward that end, we are bound by confidentiality and non-disclosure agreements with those potential partners and graphite production buyers.

It is well known within the industry, however, that the discussion and negotiation process involves the exchange of a substantial volume of detailed technical information related to a buyer’s individual specifications and requirements.

Discussions continue with a number of potential European and Asian production partners and product buyers.

[tommy-hl]

Antwort auf Beitrag Nr.: 42.490.117 von Raginghammer am 16.12.11 11:02:41

Das SGL Carbon als möglicher Partner in Frage kommt, hatte ich schon geschrieben.

Der user brujacman spricht m. M. nach zwei verschiedene Unternehmen (u. a. die Bedeutung von SGL als Verarbeiter und weil SGL gesagt hat "the carbon age has begun") an - ohne zu bestätigen, dass SGL der offtake Partner ist. Die Verwendung des Firmennamens SGL steht mehr im allgemeinen Kontext der Bedeutung von Graphit/Graphen. Eine Schlussfolgerung, dass SGL der offtake Partner ist, ist nicht zwingend.

Er betont auch ausdrücklich, dass es sich nur um seine eigene Meinung handelt, dass SGL ein möglicher Partner sein kann.

SGL wäre schon ein Wunschkandidat, und vielleicht sind sie es auch, mit denen FMS verhandelt. Wäre der Markt davon überzeugt, dass an diesem Gerücht etwas dran ist, würden wir m. E. höhere Aktienkurse sehen.

Im Gegenteil, der Markt ist nicht überzeugt und verunsichert, weil das alles so lange dauert, wie z. B. die Verzögerung um 5 Monate für ein NI-Gutachten, das lediglich bereits gemessene (historische) Werte bestätigen sollte.

Beides - NI und offtake Partner - sollten schon im Juni/Juli 2011 bekannt sein. Jetzt haben wir zwar NI, aber wann kommt die andere überfällige Info? Der CEO ist in Sachen IR nicht besonders geschickt, da er zu viele und zu rasche Erwartungen provoziert hatte, die immer noch nicht erfüllt sind!

Bis der CEO nicht das liefert, das er vor über einem halben Jahr versprochen hatte, ist der Kurs gedeckelt.

Von der geographischen Lage her, sehe ich eher einen offtake Partner in Nordamerika - USA oder Kanada.

Leider müssen wir uns weiterhin gedulden ...


There are many points made by Mr. Economo in the presentation, , but one that stands out in my mind, is how quickly he addressed the importance of SGL Carbon SE, the world's largest graphite technology supplier. This importance is brought into realistic terms with Volkswagen's recent move to acquire an 8.1% stake in SGL, and also with BMWs $100 million venture in United States. As SGL states, “the carbon age has begun.” If the carbon age has begun, so to has the graphene technology revolution. This falls in-line with my earlier postings, in which, I stated my expectations that SGL stands out in my opinion as a possible candidate for a potential off-take agreement. While this is only my opinion, it is with relative ease that one can see how they fit the requirements that Mr. Economo stipulated