Comments on: The TMR Advanced Graphite Projects Index

By: Geoff Alford

Geoff Alford — Wed, 17 Oct 2012 00:14:43 +0000

Gareth,

Syrah (SYR.asx) is the darling of graphite among Aussie investors.

SYRAH RESOURCES LTD.

Syrah Resources (ASX code: SYR) is an Australian resource company with a diversified exploration portfolio located in southeast Africa. The company is rapidly progressing its core Balama Graphite Project in Mozambique, with the aim of establishing an initial mineral resource in the March quarter, 2013.

SER has fallen out of favour, haing been messed around by MEGA. There is some feeling that this may be resolved soon and the Uley resources return to SER

By: Geoff Alford

Geoff Alford — Tue, 16 Oct 2012 23:36:34 +0000

Gareth,

Is Focus Graphite already well down the track to becoming a significant and vertically-integrated mine-to-end product producer of graphene applications, or is it all inflated PR?

This my understand from researching the web.

Focus Graphite Inc. is a Canadian junior explorer and owner of the 16% carbon grade Lac Knife crystalline flake graphite deposit located in the Côte Nord region of Quebec. That is 16% of the world’s known deposits of high grade graphite.

Focus Graphite is fast-tracking the exploration program at Lac Knife with the aim of developing one of the lowest cost producers of industrial and technology-grade graphite in the world. A NI 43-101 compliant resource estimate on the project was completed in December 2011.

As a junior explorer with significant cash holdings, our company is poised to assume a leading position for graphite supply on a global scale and plans an aggressive program of acquisition, mergers and joint-venturing.

Focus Graphite is collaborating on Graphene research with Grafoid (of which it owns 40%).

Grafoid is a private company based in Canada that aims to produce graphene on a commercial scale using their proprietary extraction process. The company is also active in high-growth, scalable graphene projects, patents and material applications.

Focus Graphite provides Grafoid with its high-quality Graphite. Grafoid is also co-developing graphene-based polymer and non-polymer applications with Rutgets University.

By: Mandrake

Mandrake — Wed, 18 Apr 2012 14:30:01 +0000

Ironically when one looks at the myriad of technological possibility for graphene one can’t feel that as Jack Lifton’s article on graphite flakes that diamond in the rough Graphite is to 21 rst century what coal was the industrial age. The paradigm shift is coming.

By: Boris

Boris — Tue, 17 Apr 2012 19:35:42 +0000

Hi Gareth
I need a piece of advice and maybe a different view in order not to make a fool of myself in public (since I am only a techie and not financial analyst). Following this discussion last couple of days on Graphite Projects had a look into some of those companies:
Nothern Graphite Corp : P growth 2012 200 %, high P/B = 20, no profit
Flinders Resources: P on end 2011 level, no profit
Focus Metals: P growth 100 % since end 2011, P/B= 4,3, no profit
Talga Gold: P/B= 3,2. , no profit, P growth 2012 100 %.
Ontario Graphite: NA
Teck resources: P/E=8,6 in P/B=1,2., high profit, most of turnover in Asia ( will probably go down since Chinese GDP growth (only) 8,1% ??)
Mega Graphite: Private
Strategic Energy Resources: High P/B, no profit
China Carbon Graphite Group: Debt (61,7 mUSD debt over 49,2 mioUSD capital), P/E= 6,9; P/B=0,4, Mcap 21 mioUSD, turnover 50 mioUSD, profit 3 mioUSD
GrafTech International: P/B na= 1,27 , nice profit, low debt , Mcap 1,7 bilUSD, turnover 1,3 bilUSD, profit 153,2 mio USD .
SGL Carbon AG: P/E= 31,7, 73,2 mio € profit at 2,4 bil € Mcap.
I always thought Low P/B, low P/E, low debt, high profit and no high P growth (stable P) last couple of months were parameters to buy. Now out of upper bunch I would buy only China Carbon or GrafTech. For others seem already too late? What is that I do not see?
(note: I realise that these are kindergarten questions for financial analyst, but I do not want to leave this world completely ignorant)

By: Faye M Smith

Faye M Smith — Mon, 16 Apr 2012 12:49:48 +0000

I believe Ontario Graphite was bought by Standard Graphite SGH.V and pink sheet DARDF

By: Anon

Anon — Fri, 13 Apr 2012 16:09:27 +0000

One more graphite miner entering the space:

Zenyatta Ventures (ZEN.V)

http://finance.yahoo.com/q?s=zen.v

By: Anon

Anon — Fri, 13 Apr 2012 13:22:27 +0000

Thanks for the article, I’ve been following the space for a while and have been n Northern Graphite since its IPO. It’s done very well and I look forward to their getting into full production.

There are a few other companies that have come to my attention over the last month or so that are in the very early stages of development:

Standard Graphite (DARDF)

First Graphite (IAXFF)

Big North Graphite (NRT)

I would not jump in on any of these yet, it’s too early, but there worth keeping an eye on. And lets not forget…

GrafTech (GTI) …a different way to play the graphite space.

By: zmotoyama

zmotoyama — Thu, 12 Apr 2012 21:39:21 +0000

Hi Gareth,

Great job.

Jack at one time said that one should not forget the Chinese Graphite companies if one were interested in Graphite. Why are any of them included in the index ?

Always appreciate your advice

By: Goran

Goran — Thu, 12 Apr 2012 09:49:55 +0000

I fully agree with others, this is a great add to your already impressive portfolio. Even though small in sustainable and valid miners, graphite is the material for the future.

Keep on with good job, both of you.

By: Kyle

Kyle — Wed, 11 Apr 2012 22:29:23 +0000

Hi Gareth,

Hope you are well.

Thanks for adding graphite, it definitely deserves it’s place with the REEs and good to know someone with competence is covering the area.

And to whoever mentioned FMS on one of the comment threads of Gareth’s article about a year and a half ago….thanks :)

Cheers,

Kyle