Armadale Capital Share Discussion Threads

[the count of monte_cristo] 09/10/2022 05:33

If that's true then how do you explain...

1) The recent deals completed in Tanzania by other graphite companies, see my post from last week.

2) The news from fellow graphite company BRES.

Recession in the West, China, India and other places will still grow, the demand for graphite will continue to outstrip supply.

[cocopah] 08/10/2022 08:23

What are people thinking here? Maybe something by 2025, given the global recession next year?

[andyview] 07/10/2022 14:05

I sense a Friday afternoon bump ...

gla

[goodday1] 07/10/2022 07:52

Exciting! Innit!Gl all

[the count of monte_cristo] 04/10/2022 13:18

On the CTL bb would be great, thank you.

[horneblower] 04/10/2022 12:39

Yes, Count.
I'll post it anywhere you suggest.
As you know, there's no graphite chart.

[rileyma] 04/10/2022 10:20

My take Steve.hardly suprising though

[stevedd3] 04/10/2022 10:15

I'm guessing none of the warrants were taken up or we would have been updated ?

[the count of monte_cristo] 04/10/2022 09:52

I wouldn't read too much into things like that, you'll never hold an investment longer than a few days.

BRES went up almost 30% yesterday on the back of news they are discussing with a Chinese entity. The thing is, BRES are not as advanced as ACP and the capex for ACP's higher grade graphite mine is considerably less.

I'd say they must be nearing some kind of deal now. I expect something this year.

[maytrees] 04/10/2022 09:32

Seeing that 400,000 trade (apparent sell) a few days back caused me to exit earlier
but good luck all.

[the count of monte_cristo] 04/10/2022 09:26

But that's lithium and ACP are a graphite stock, are you sure you wanted to post that here?

[the count of monte_cristo] 03/10/2022 11:28

BRES moving on this...



Blencowe Resources welcomes approach from potential strategic party in China

[maytrees] 03/10/2022 08:05

Good morning
Some decent buys again so far this am.

[maytrees] 30/9/2022 10:37

Quite a number appear to agree with you TCMC

[the count of monte_cristo] 30/9/2022 09:06

Rude not to at these prices:)

[maytrees] 30/9/2022 08:34

Added a few more

[the count of monte_cristo] 30/9/2022 07:21

Yesterdays price action shows just how quickly this one can move and how quickly it may rerate in the future. It's at near all time lows currently, yet conversely the graphite pricing and supply/demand scenario has never been as bright!

The mining business is a funny business, some projects go into hiberation for years, then within a matter of months there is a flurry of activity and funding gets secured and it's all go and the Lassonde curve is well and truly in motion.

The graphite companies in Tanzania are moving their projects forward one after another.

[the count of monte_cristo] 30/9/2022 02:03

Why electric cars will take over sooner than you think

[the count of monte_cristo] 29/9/2022 11:46

ACP next off the block...

[the count of monte_cristo] 29/9/2022 11:32

You mean like that loser stock SOLG, talking about a mine for a decade. Not all mines are permitted, this one is ready to go. They just need the funding and they can get cracking.....in a world where the demand for graphite is escalating, as is the price.

It's not rocket science to see what may happen here. People are starting to wake up to the graphite story, the smart ones with vision anyway.

[apfindley] 29/9/2022 11:27

"Preparing and readying themselves for when they get funding"Errrrrm...arent all unfunded companies in that position, also 'in that position' of waiting to get funding.

[the count of monte_cristo] 29/9/2022 11:13

ACP could easily double from here and still be cheap at a market cap of just 25m.