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Graphite Plays

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I came across this post by kamekaz
and realised that you wouldn't know
which companies were graphite plays
unless you knew where to look

Hello guys,
I can see you are all very active about archer.
I found this piece of research on scribe http://www.scribd.com/doc/97395851/D...-2012-Graphite
Its about asx-listed graphite companies. There is a full page about archer.
Hope you will enjoy it.
Also thanks for all your comments on this stock, I learned a lot about graphite as well today
Cheers
Kame
 

So_Cynical

The Contrarian Averager
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burglar...perhaps you could fill us in on why we should give a toss about Graphite?
 
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burglar...perhaps you could fill us in on why we should give a toss about Graphite?
Apart from
A). New technological uses e.g. Lithium-ion Batteries.
B). China constraining Global Supply.
C). Graphite plays going multibagger.

No! I can't see why anyone in a stock forum should give a toss!

http://www.megagraphite.com/

"A supply squeeze is now being felt.
Flake graphite prices have risen by 140% since January 2011"

"2012 Industrial Minerals Graphite Prices per Tonne
FCL CIF main European port

99% to 99.9% C, +50 mesh
$4,500-$6,000

94% to 97% C, +80 mesh CIF
$2,500-$3,000

90% C, +80 mesh
$2,000-$2,500

94% to 97% C, +100-80 mesh
$2,200-$2,500

90% C, +100-80 mesh
$1,500-$2,000

85% to 87% C, +100-80 mesh
$1,500-$1,900

94% to 97% C, -100 mesh
$2,000-$2,400

90% C, -100 mesh
$1,400-$1,800

Amorphous powder 80% to 85C
$600-$800

Synthetic 99.95% C2
$7,000-$20,000
"
 

skc

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Apart from
A). New technological uses e.g. Lithium-ion Batteries.
B). China constraining Global Supply.
C). Graphite plays going multibagger.

No! I can't see why anyone in a stock forum should give a toss!

http://www.megagraphite.com/
Just playing devil's advocate...

a). It's only a $1B market at the moment - it needs some serious growth for the price not to crash when new supply comes on line (https://www.aussiestockforums.com/f...t=17539&page=2&p=708021&viewfull=1#post708021).
b). None of the entities will do much production for a few of years. But you can bet there'd bet quite a few rounds of cap raising before then.
c). We are already seeing a rush towards graphites - companies changing directions to graphites, backdoor listing targeting graphites etc etc. Chances are a one or two will shine, a few will plod along while many more will try and fail - but that's the nature of this kind of "theme" plays.
d). Sounds a lot like the rare earth story (see LYC/ARU/GGG/GXY etc for share price performance after spike)

I've been wrong many times before and it wouldn't surprise me one bit if I am wrong here as well.
 

prawn_86

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I'm with SKC. Graphite is simply the flavour of the month. SOme will make it, most wont.

Same thing happened with: Oil, Gas, Fracing co's, Mineral sands, rare earths, etc etc. The industry is usually always going to be the next big thing for some reason or another and is talked up across the web, and then usually patters out and settles down. Like an industry wide pump and dump when everyone watching micro-cap stocks gets excited over nothing.

Not sayin you cant make money from it, but it helps if you are in on the ground level, and this theme seems particularly strange due to the tiny size of the industry
 
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Might want to take a look at SYR, TLG, AXE, MOX, MGY.

Compare current share price with what they have in the ground.. but be wary of possible cap raisings.

(I have been trading all the above)
 
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It's the next gold rush... except it's grey... and it leaves a smudge.
 
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we've been accumulating KNL and SYR aggressively over the past 2 months.

expecting a lot more bubble-esq hype to come.
 
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Interesting story...

Graphite Prices Decline for First Time in More than Three Years

The price of natural flake graphite fell last month, its first decline since March 2009, as demand from Europe and China slowed. The drop is seen by some as a dose of reality in a sector that has seen exploration boom and share prices triple and quadruple over the course of a few months.
...
Chris Berry, founder of House Mountain Partners, which conducts research on the commodity and energy markets, warned that “just because you see a quote for a given flake size and carbon content of graphite does not necessarily mean that this is the price that the graphite producer will realize.”
In a research note, he wrote, “[t]he graphite market is one where pricing is negotiated between buyers and sellers. Therefore pricing can sometimes fluctuate … The graphite world is a highly specialized relationship business where end users cannot afford mistakes in the purity level of graphite they buy from producers … It is possible that a lengthy process is involved in a new graphite producer convincing an end-user that it can produce graphite to a specific purity level. “
 

skc

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Signs of the times...

Another Graphite explorer jumps into the market.

Triton has bought into the graphite exploration business securing licenses in the Balama area where Syrah has made extensive finds.

It has opened 122% higher this morning.

Just wondering how many of these graphite mines there'll be in the next 12 months

http://www.proactiveinvestors.com.a...yrah-resourcess-mozambique-deposit-30339.html
Just waiting for a company to announce that they will begin extracting graphite from pencils...

Plenty of money to be made in this bubble yet. Just don't be the one holding the bag at the end.
 
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Perhaps you are right. It might already be over.
If you know something about the next boom, please let on! ;)
I'm pretty confident in the prospects for one industrial metal...and that's someone who isn't too confident for industry at all over the next 4-5 years. So...what do I get for "letting on"? :D
 

prawn_86

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I'm pretty confident in the prospects for one industrial metal...and that's someone who isn't too confident for industry at all over the next 4-5 years. So...what do I get for "letting on"? :D
Well you just need to take positions in a few stocks across that industry and then start talking it up on all the online forums, and hope enough others get on board to build it into a bubble. A little bit of media promotion in mainstream newspapers finance sections should also propel your bubble along nicely. Then exit in 3 - 6 months with a couple hundred % profit and who cares what happens longer term ;)
 
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Well you just need to take positions in a few stocks across that industry and then start talking it up on all the online forums, and hope enough others get on board to build it into a bubble. A little bit of media promotion in mainstream newspapers finance sections should also propel your bubble along nicely. Then exit in 3 - 6 months with a couple hundred % profit and who cares what happens longer term ;)
Damn, I just noticed I already gave away my secret months ago on another thread. There goes my informational advantage!
 

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