Triton Minerals Ltd. (Seite 41)
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Well there are a few things not mentioned so far ...
So If/when the price drops who will survive ? it will be those that can ship lowest cost Graphite for each of the many market segments ... Initially before the mega projects come on stream the smaller operates will go all out to lock in long term offtakes of 5yrs+ in duration.. Why because this affords them a guaranteed life for the duration of the offtake.. But after that they will wither under the weight of there own cost of production and overheads .
1. In minerals grade is king, and in the Graphite space is Grade, Flake size/purity (Assuming we are talking about flakers and not veiners) ...
2. Cost of Production: There are a number of factors
a) Is it high grade (How much dirt do I have to shift through through the mill and flotation to get a ton of 94-98% Graphite) In this case a high grade is good % Graphite content is good.
b) IS it opencut or Underground ... All Underground mines for flake will not be starters why? costs to high. Open cut only. Usually 150-200m depth max for open cut unless on a hill in which case 150-200m Plus height of the hill.
c) Economies of Scale - How big do I need to get before I can undercut the competition through economies of scale The bigger operations will have a distinct advantage being able to produce large tonnage at low cost for prolonged periods of time
d) Labour costs - how cheap are my labour costs ? deposits in !st World Countries will operate at a significant disadvantage with high over head costs
e) Infrastructure required - IS there Roads, Rail, Electricity, Water, Port, Towns nearby
f) Govt friendly jurisdiction red tape Royalties
g) Distance to market how far is it to ship concentrate to market... Africa is closer to Europe, Australia is closer to China for instance, Canada is closer to California.
So Lets talk about a few of the companies
LMB - Close to Chinese market but High Cost of labour/materials in Australia , no economies of scale
KNL - Small deposit 14.5mt (So far) but some decent high % High grade flake... Low labour cost can they achieve economies of scale ?
VXL - Tiny Jorc 6mt @ 7% Small Low grade ore... In Australia high cost of production, no economies of scale.
TLG - Small/Med Jorc in Sweden high grade but high overheads costs of labour close to European markets no econs of scale
AXE - Small /Med in Australia High labour Costs no Econs of Scale, exchange rates unfavourable
BUX - Small Medium High/Med grade ..Problem is in Australia and high prod costs / exchange rates can they achieve econs of scale .. exchange rates unfavourable.
SYR (&Ton) - Massive 1 Bill+ Tonne, resource at surface open cut, High Grade, all flake sizes, extremely low labour costs, economies of scale and Low cost to Port .. a little further away from China by ship but give the extremely low production cost will still undercut the competition. SYR have openly stated they already offer their graphite to some markets at $500 cheaper than existing price to force market share. Also factor in the SYR will mass produce vanadium as by product from Graphite tailings and so lower the production costs even further
Ultimately I think one company will end up owning own both SYR are Ton as the synergies are to great together they will control upto 80% of know graphite resources of all types of flake ...
I see some narrow inside the box thinking around the graphite market size... The narrow thinkers here will be saying market is only around 1m t/year
And here is the clincher.... Graphene.... the super material of the 21st century .. Uses of Graphene are expected to explode... anything that that needs super strength, super lightweight, super flexibilty and electrical conductivity... So now think masses of Graphene required to strengthen Concrete in buildings, in Car Bodies and Chassis, even vehicle Tyres... And today I read a report of small amounts of Graphene (3%) mixed in with aluminium will increase its strength by 60%. Almost ever day a new use for graphene is discovered.
There is a tsunami of graphite demand on the way.... in fact the 1st small wave will be graphite for Batteries (Lithium Ion) etc the 2nd mega wave will be Graphene as explained above and who do you think is going to be big enough to service that massive new demand ???
SYR and TON will be able to do it cheaper than anyone else and will ultimately own many/most segments of the market..
Well there are a few things not mentioned so far ...
So If/when the price drops who will survive ? it will be those that can ship lowest cost Graphite for each of the many market segments ... Initially before the mega projects come on stream the smaller operates will go all out to lock in long term offtakes of 5yrs+ in duration.. Why because this affords them a guaranteed life for the duration of the offtake.. But after that they will wither under the weight of there own cost of production and overheads .
1. In minerals grade is king, and in the Graphite space is Grade, Flake size/purity (Assuming we are talking about flakers and not veiners) ...
2. Cost of Production: There are a number of factors
a) Is it high grade (How much dirt do I have to shift through through the mill and flotation to get a ton of 94-98% Graphite) In this case a high grade is good % Graphite content is good.
b) IS it opencut or Underground ... All Underground mines for flake will not be starters why? costs to high. Open cut only. Usually 150-200m depth max for open cut unless on a hill in which case 150-200m Plus height of the hill.
c) Economies of Scale - How big do I need to get before I can undercut the competition through economies of scale The bigger operations will have a distinct advantage being able to produce large tonnage at low cost for prolonged periods of time
d) Labour costs - how cheap are my labour costs ? deposits in !st World Countries will operate at a significant disadvantage with high over head costs
e) Infrastructure required - IS there Roads, Rail, Electricity, Water, Port, Towns nearby
f) Govt friendly jurisdiction red tape Royalties
g) Distance to market how far is it to ship concentrate to market... Africa is closer to Europe, Australia is closer to China for instance, Canada is closer to California.
So Lets talk about a few of the companies
LMB - Close to Chinese market but High Cost of labour/materials in Australia , no economies of scale
KNL - Small deposit 14.5mt (So far) but some decent high % High grade flake... Low labour cost can they achieve economies of scale ?
VXL - Tiny Jorc 6mt @ 7% Small Low grade ore... In Australia high cost of production, no economies of scale.
TLG - Small/Med Jorc in Sweden high grade but high overheads costs of labour close to European markets no econs of scale
AXE - Small /Med in Australia High labour Costs no Econs of Scale, exchange rates unfavourable
BUX - Small Medium High/Med grade ..Problem is in Australia and high prod costs / exchange rates can they achieve econs of scale .. exchange rates unfavourable.
SYR (&Ton) - Massive 1 Bill+ Tonne, resource at surface open cut, High Grade, all flake sizes, extremely low labour costs, economies of scale and Low cost to Port .. a little further away from China by ship but give the extremely low production cost will still undercut the competition. SYR have openly stated they already offer their graphite to some markets at $500 cheaper than existing price to force market share. Also factor in the SYR will mass produce vanadium as by product from Graphite tailings and so lower the production costs even further
Ultimately I think one company will end up owning own both SYR are Ton as the synergies are to great together they will control upto 80% of know graphite resources of all types of flake ...
I see some narrow inside the box thinking around the graphite market size... The narrow thinkers here will be saying market is only around 1m t/year
And here is the clincher.... Graphene.... the super material of the 21st century .. Uses of Graphene are expected to explode... anything that that needs super strength, super lightweight, super flexibilty and electrical conductivity... So now think masses of Graphene required to strengthen Concrete in buildings, in Car Bodies and Chassis, even vehicle Tyres... And today I read a report of small amounts of Graphene (3%) mixed in with aluminium will increase its strength by 60%. Almost ever day a new use for graphene is discovered.
There is a tsunami of graphite demand on the way.... in fact the 1st small wave will be graphite for Batteries (Lithium Ion) etc the 2nd mega wave will be Graphene as explained above and who do you think is going to be big enough to service that massive new demand ???
SYR and TON will be able to do it cheaper than anyone else and will ultimately own many/most segments of the market..
Antwort auf Beitrag Nr.: 47.371.678 von Montekaolino am 25.07.14 10:55:24Die Transportwege bzw. die Infrastruktur sind natürlich in AUS deulich besser. Die Fördermenge,die Reinheit des Graphits und natürlich die KOSTEN,
sind in Mosambik,Malawi,Tansania und Sri Lanka einzigartig.
Ich freue mich auf Anfang nächster Woche und neuen News von TON und KIB.
Die Feinunze
sind in Mosambik,Malawi,Tansania und Sri Lanka einzigartig.
Ich freue mich auf Anfang nächster Woche und neuen News von TON und KIB.
Die Feinunze
Hier noch eine aussage dazu.
Freehold said: ↑
YEp 127m drill hole parallel with the strike not across it...Looks to be one 30- 40m Across and vertical shoot ... If TON drill parallel to the strike we would have 500m @ 17% and still open...
Ton 6 x 1Km continuous stike and 300m Deep likely Bux 1km with narrow zones of Strike ... chalk and cheeze really ... Ones a monster one isn't
I was waiting for someone to comment on this regarding the BUX interval reported today. I completely agree and your dimensions help to put it all in perspective.
Still they do have a nice grade, well done to all BUX holders those high grades will certainly help your operational costs. IMO high grade in AUS will be required to counteract relatively high operational expenses. BUX is certainly shaping up to have a tidy little graphite project and if they find any Nickel out at Zanthus it would certainly be the icing on the cake. Definitely my pick of the Aussie hopefuls market cap is still small and a lot of upside to come after they raise cash again.
A completely different kettle of fish to TON it's not even worth comparing.
Freehold said: ↑
YEp 127m drill hole parallel with the strike not across it...Looks to be one 30- 40m Across and vertical shoot ... If TON drill parallel to the strike we would have 500m @ 17% and still open...
Ton 6 x 1Km continuous stike and 300m Deep likely Bux 1km with narrow zones of Strike ... chalk and cheeze really ... Ones a monster one isn't
I was waiting for someone to comment on this regarding the BUX interval reported today. I completely agree and your dimensions help to put it all in perspective.
Still they do have a nice grade, well done to all BUX holders those high grades will certainly help your operational costs. IMO high grade in AUS will be required to counteract relatively high operational expenses. BUX is certainly shaping up to have a tidy little graphite project and if they find any Nickel out at Zanthus it would certainly be the icing on the cake. Definitely my pick of the Aussie hopefuls market cap is still small and a lot of upside to come after they raise cash again.
A completely different kettle of fish to TON it's not even worth comparing.
Antwort auf Beitrag Nr.: 47.369.904 von Totti_78 am 25.07.14 07:05:49Info aus Hotcopper.
Hey Freehold & others..
I want to buy one of BUX or TON. I remember you saying Ton was a better buy than Bux. Looking at the Bux announcement, It appears that they have better grades.
BUX: YBRC028 127m @ 13.4%TGC (from 23m) inc. 7m @ 23.8% TGC
Intercept remains open - last metre of hole grading 28.9% TGC
YBRC027 15m @ 18.3% TGC (from 40m) inc. 4m @ 25.6% TGC & 34m @ 15.1% TGC (from 112m) inc. 5m @ 20.4% TGC
YBRC026 23m @ 16.5% TGC (from 16m) inc. 4m @ 24.0% TGC
More BUX Results Pending.
TON: o 20m at 17.1% GrC in GBNC0003
o 8m at 14.4% GrC in GBNC0003
o 10m at 13.9% GrC in GBNC0003
o 14m at 13.1% GrC in GBNC0003
o 34m at 9.5% GrC in GBNC0005
o 80m at 10.3% GrC in GBNC0006
o 24m at 12.2 GrC in GBNC0006
o 30m at 11.6% GrC in GBNC0006
o 24m at 9.1% GrC in GBNC0007
o 16m at 10.3% GrC in GBNC0009
Is Ton still a better buy when taking into account the mining set up & production in Australia or Mozambique.
Your feedback is Greatly appreciated.
Hey Freehold & others..
I want to buy one of BUX or TON. I remember you saying Ton was a better buy than Bux. Looking at the Bux announcement, It appears that they have better grades.
BUX: YBRC028 127m @ 13.4%TGC (from 23m) inc. 7m @ 23.8% TGC
Intercept remains open - last metre of hole grading 28.9% TGC
YBRC027 15m @ 18.3% TGC (from 40m) inc. 4m @ 25.6% TGC & 34m @ 15.1% TGC (from 112m) inc. 5m @ 20.4% TGC
YBRC026 23m @ 16.5% TGC (from 16m) inc. 4m @ 24.0% TGC
More BUX Results Pending.
TON: o 20m at 17.1% GrC in GBNC0003
o 8m at 14.4% GrC in GBNC0003
o 10m at 13.9% GrC in GBNC0003
o 14m at 13.1% GrC in GBNC0003
o 34m at 9.5% GrC in GBNC0005
o 80m at 10.3% GrC in GBNC0006
o 24m at 12.2 GrC in GBNC0006
o 30m at 11.6% GrC in GBNC0006
o 24m at 9.1% GrC in GBNC0007
o 16m at 10.3% GrC in GBNC0009
Is Ton still a better buy when taking into account the mining set up & production in Australia or Mozambique.
Your feedback is Greatly appreciated.
Antwort auf Beitrag Nr.: 47.371.356 von Feinunze am 25.07.14 10:18:21
Da kann ich dir nur voll zustimmen STB war selber schuld das es so gekommen ist.
TON und SYR wird seinen wege gehen jeden tag wird jetzt eien graphiesau durchs dorf getrieben abwarten wer dann noch übrig bleit.
Man sollte in australien die umweltauflagen transportwege und vieles mehr nicht außer acht lassen am ende wird die menge und die kosten entscheident sein
die für die förderung gebraucht wird.
Warten wir doch mal die news nächste woche ab.
Da kann ich dir nur voll zustimmen STB war selber schuld das es so gekommen ist.
TON und SYR wird seinen wege gehen jeden tag wird jetzt eien graphiesau durchs dorf getrieben abwarten wer dann noch übrig bleit.
Man sollte in australien die umweltauflagen transportwege und vieles mehr nicht außer acht lassen am ende wird die menge und die kosten entscheident sein
die für die förderung gebraucht wird.
Warten wir doch mal die news nächste woche ab.
Trading Spotlight
Antwort auf Beitrag Nr.: 47.371.090 von Totti_78 am 25.07.14 09:47:15...gerne.Durch SYR hat sich das politische Risiko in der Region abgeschächt und zieht immer mehr Investoren an.
Australien ist sicherlich politisch sicherer und hat mit Buxton und Yellow Rock aussichtsreiche Graphitexplorer,doch die größten Funde wurden in Africa gemacht.
Bei South Boulder hat ganz klar das Management versagt.
Die Feinunze
Australien ist sicherlich politisch sicherer und hat mit Buxton und Yellow Rock aussichtsreiche Graphitexplorer,doch die größten Funde wurden in Africa gemacht.
Bei South Boulder hat ganz klar das Management versagt.
Die Feinunze
Antwort auf Beitrag Nr.: 47.370.984 von Feinunze am 25.07.14 09:35:20Danke für Deine Antwort 
Ich finde das Länderrisiko bei TON leider zu hoch.
Siehe zum Beispiel South Bolder Mines mit dem Colluli Potash Projekt in Eritrea.
Mir ist da Australien lieber, weil eben politisch einfach sicherer.
Sollten die ander 17 Bohrungen auch positiv ausfallen dürfte es ja schon zu spät sein einzusteigen...
Ich finde das Länderrisiko bei TON leider zu hoch.
Siehe zum Beispiel South Bolder Mines mit dem Colluli Potash Projekt in Eritrea.
Mir ist da Australien lieber, weil eben politisch einfach sicherer.
Sollten die ander 17 Bohrungen auch positiv ausfallen dürfte es ja schon zu spät sein einzusteigen...
Antwort auf Beitrag Nr.: 47.369.904 von Totti_78 am 25.07.14 07:05:49Guten Morgen,
dafür,das Buxton in Aus bohrt, sind das schon super Bohrergebnisse,
Allerdings sollte man die nächsten 13 Bohrlöcher abwarten was die bringen ,um zu sehen wie nachhaltig der Fund von Buxton ist.
Auf jeden Fall werden durch solche Bohrergebnisse, immer mehr Anleger auf Graphit aufmerksam...
Die Feinunze
dafür,das Buxton in Aus bohrt, sind das schon super Bohrergebnisse,
Allerdings sollte man die nächsten 13 Bohrlöcher abwarten was die bringen ,um zu sehen wie nachhaltig der Fund von Buxton ist.
Auf jeden Fall werden durch solche Bohrergebnisse, immer mehr Anleger auf Graphit aufmerksam...
Die Feinunze
Guten Morgen,
könnte jemand mal bitte die Ergebnisse von Buxton kommentieren?
Highlights
Results for 4 holes (of a total of 17) have been received to date
from infill and extensional drilling at the Yalbra Graphite Project
Very wide and high grade intercepts include
YBRC028 127m @ 13.4% TGC (from 23m) inc. 7m @ 23.8%
TGC Intercept remains open - last metre of hole grading 28.9%
TGC YBRC027 15m @ 18.3% TGC (from 40m) inc. 4m @ 25.6%
TGC & 34m @ 15.1% TGC (from 112m) inc. 5m @ 20.4% TGC YBRC026 23m @ 16.5% TGC (from 16m) inc. 4m @ 24.0% TGC
Dem Markt scheint es zu gefallen.
Vielen Dank
könnte jemand mal bitte die Ergebnisse von Buxton kommentieren?
Highlights
Results for 4 holes (of a total of 17) have been received to date
from infill and extensional drilling at the Yalbra Graphite Project
Very wide and high grade intercepts include
YBRC028 127m @ 13.4% TGC (from 23m) inc. 7m @ 23.8%
TGC Intercept remains open - last metre of hole grading 28.9%
TGC YBRC027 15m @ 18.3% TGC (from 40m) inc. 4m @ 25.6%
TGC & 34m @ 15.1% TGC (from 112m) inc. 5m @ 20.4% TGC YBRC026 23m @ 16.5% TGC (from 16m) inc. 4m @ 24.0% TGC
Dem Markt scheint es zu gefallen.
Vielen Dank
Info. 23 07 2014 Triton Minerals Ltd - Corporate Presentation
http://www.tritonmineralsltd.com.au/attachments/article/56/1…
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http://www.tritonmineralsltd.com.au/attachments/article/56/1…
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