Greenroc Strategic Mater... Share Discussion Threads

[honfacifi] 28/10/2023 03:13

'The global graphite production was estimated at 1,202.6 thousand tonnes (kt) in 2022 and is expected to grow at a CAGR of more than 4% from 2023 to 2026. The increased graphite production will be supported mainly by the increased output from Mozambique, Madagascar and Brazil due to the commencement of Montepuez Central Graphite project (50ktpa) in Mozambique, Molo Graphite project (17ktpa) in Madagascar and Santa Cruz Graphite project (25ktpa) in Brazil.

In terms of reserves, the global natural graphite reserves stood at 330 million tonnes (Mt) as of January 2023. Of this, Turkey, China, Brazil, Madagascar, and Mozambique were the top five countries, accounting for a collective 267Mt. Of the remainder, Tanzania and India accounted for a collective 63Mt of natural graphite reserves.'

I couldn't even summarise the list of developing graphite reserves or the new mines coming online. It is fake news there's a shortage or ever will be.

[honfacifi] 27/10/2023 17:19

Some real facts -

Since way back when someone economist predicted a graphite shortage due to surging EV markets neither has happened. We not only met graphite demands and surpassed so that some mines dialled back production to stabilise prices but the EV market was slow to adopt and we still kept our reliance on fossil fuels. That prediction and the one the Count and Groc band about was wrong.

- There are and will be no restrictions on graphite, this seems more a geo political economic war between certain nations. We see it with other commodities but when was the last time you went into a phone shop and they said sorry we're short of phones due to a restriction on critical materials. We simply outsource and define new reserves. Even more we as a nation can put restrictions on our goods which is too often the case especially with tariffs and taxes.

- Graphite has taken off in many nations, we actually have more than enough to meet 2040 targets due to a reinvigorated mining sector which over the years has sought reliance and domestic production. I cite America as one nation that just gave billions to develop its own sources most of which will be coming on line in the next few years but many others are worthy of note. It's not about grades, almost all deposits hold this EV grade and the bigger the resources the bigger the supply meaning volume in situ was always more important than grades. Countries didn't seek out high grades more high volume which would give higher volumes of high grades.

Groc has no real world class reserves, the volume it could provide tiny even the high grades, Tirupati for instance produces more high grade fromm it's larger reserves that Groc ever could even dwarfing Groc whilst selling all its lower grade to refractory and such industrial needs for that product which has expanded much faster than the EV sector.

All hype from the Count and Groc who want, no need you to believe they have some world class highly needed product.

As we see it's simple to beat back idiots who tow this graphite shortage and restrictions line with the facts. They rely on the unsuspecting to believe but past that there's been no interest in Greenland or Groc why there's barely a mine there and why no EV or battery companies have made commitments despite their investment and intents elsewhere amounting to hundreds of billions.

Lastly our dependence on graphite has been surpassed by the advent of solid state batteries and new 2030-2045 models and predictions made to supercede the old graphite hype that Groc and the count still spiel at every chance.

When someone says do your own research I hope you did it properly, look at solid state advancements, Google graphite by country see that Greenland dosent even hold 0.1% of the world's reserves, Google geo political wars between China America Europe and understand why restrictions are placed and the outcomes.

Did the Count look stupid for trying to come up against me with his rubbish only to be buried under a more accurate view of the situation plus the future of graphite in cars with solid state breaking into the scene? I think so, he didn't have one single thing to offer that wasn't shot down by fact and simple Google searching of the said topics.

If your desperate to only invest in graphite take a look at the upcoming Swedish companies,Plots in Turkey, South America and so on, don't look at pointless no infastructure far away tiny resources since that's so far from the bigger picture and merely another Aim ramp that's never going to happen.

[honfacifi] 27/10/2023 16:29

Lol you couldn't handle the responses, you got stuff so wrong.

Next time do your homework and who cares the share price it's always %70 down, you comment because you bought in at that impressive 0.11 lol

[the count of monte_cristo] 27/10/2023 14:49

Sp continues to increase the more Honfatiti post. Correlated?

[honfacifi] 26/10/2023 15:45

Clears up the matter quite well, goes on to conclude it will have no impact in the long term.

America previous to this gave billions in funding to producing its own graphite. It also went a step further into recycling any spent graphite.

It seems to us all your use and theirs is mere hype and rhetoric nothing more and looking at how countries have invested and increased their capacity to produce the reason why the report reports no long term impact.

But of course a failing company would try to bottom feed of this, it's their only angle as no one is interested in it or Greenland.

Was it a shock to find out there are major sources of graphite in Europe and most have gained heavy interest and funding! Does it hurt that the reports detail no impact to markets! No restrictions to anyone as of yet!

I'm sure you will try and worm your way out of this mess but anyone with sense sees your dead wrong and merely using some geo political situation between America and China as some reason the world needs to invest in your pitfully small asset. No one cares about grades, why most mines have a huge reserve of high grade battery graphite in amongst the lower grades that's easily processed for the EV market, in fact grades are rarely mentioned and the size of the asset more important which is why much lower grade larger reserves supply the battery market with the rest going to refractory and such manufacturers.

Keep hiding the truth, it's just another shameless ploy to try and hook in investors, big companies know better why you never got any interest.

[honfacifi] 26/10/2023 14:17

Again name one company that has been restricted? There are no restrictions and China says it will honour every order plus for 18 months car manufacturers say all future orders filled.

It was t a restriction no one has been restricted and as to China it seems more a response to America controls on certain products not that there's any shortage or will be.

The market is not being restricted it is only being set up this way and I'd you want to restrict China it has the ability now to restrict back simple

Again name one restriction on graphite, all orders reported filled for ay least 18 months so there's actually no restrictions.

Yes you were on the Alba board a while back said it was going to fly,think that's still in your profile post history numb nuts lolol.

I've answered your questions but you gailtto answer a single of mine.

Who's been restricted, every order filled!

How many mines in Greenland?

What infastructure does Greenland have?

What percentage of world graphite resources are in Greenland?

Because you were on the Alba board at a time a while back you try to use that as an excuse to avoid answering these easy questions in Greenland and graphite!

So childish lol

[the count of monte_cristo] 26/10/2023 10:12

You should email them and tell them they are wrong, lol:)

Honfacti - "China has restricted no one, it's a bad choice of words and really fails to describe the actual situation".



"China says it will control the export of graphite and graphite materials. That means that in the future if a company in China is producing graphite or graphite anode materials, it will have to apply for a license or permit from the Chinese government to export the materials. This means that the material will not be freely exported anymore," Northern Graphite chief executive Hugues Jacquemin told Mining Journal.

[honfacifi] 26/10/2023 05:49

Firstly you failed to answer the very simple questions on Greenland, I asked multiple times so would seem that a sore point to you.

Secondly most are factoring in the advent of solid state batteries by 2030 so graphite demands were re calculated and yes the investments recently made in many countries and mines including America will handle the increased demand as per the current economic forecasts

China has restricted no one, it's a bad choice of words and really fails to describe the actual situation.

Then I referenced the sheer global volume still available outside of China, that's where most investment has gone. Turkey, Ukraine, Finland, Sweden etc all have much larger resources and closer, easier and cheaper to mine and develop than your so called world class asset.

Most EV companies are banking on solid state, I know the domestic personal battery market is already starting but wait,Vis that BMW, Mercedes, Porche et al all committing to the new and now available non graphite tech.

Haven't even mentioned that giga factories prefer to set up near mines not a long boat journey away, the mines in Europe are positioned well, Greenland isn't and not Europe centric.

Tirupati has more super jumbo flake than the whole of Greenland available but it's not vein mining just strip mining puts at a much lesser cost, red tape and so on.

The best you could do was flip the asset but who would buy that when better can be bought in Europe for that particular market. Fancy a slice of the largest deposit in the world Turkey, simple go buy in,bits a train away from the whole European market not months on a boat. Guess that's what a Sweden is now going to scale up it's production too and Ukraine, well the war ends and anyone can buy a lease there and make tons of the stuff since they need the cash to rebuild.

If I look at all the global graphite markets Greenland just dosent factor in and if your not getting millions and backing by now you've been left behind.

The answer to the question how many mines there are in Greenland is two. All that hype for the last thirty years and still no one wants or needs it


Now the fact the world likes graphite dosent make you world class or even a 0.01% of any market let alone get any real interest. If you had battery and EV interest it would state those companies in the RNS i.e. Toyota etc but it doesn't and you have no backers or offtakers. You might drum up some refractory deal if you had a mine but even then that's hundreds of millions and years away which by that time plenty of other mines and assets will be producing over %100 of the world's needs well past 2030.

Who has China restricted, who has it said it will restrict? No one, all car manufacturers report their orders filled for the next year, more hyped up fake news from Groc, the world class asset no one wants.

[the count of monte_cristo] 26/10/2023 01:42

I'd love to see these posts where you say I pushed Alba, lol. Making up bs seems to come easy to you.

Also, not sure if you can read, probably not because you are so focused on pushing your narrative, but as mentioned in the above post I don't own any GROC:) It's just fun to see you try and deramp this share.

The world requires massive amounts of graphite, the mines you speak of won't be able to supply it. You are looking back at the past whereas the market is looking to the future, and by the future we don't mean tomorrow or next month, lol.





P.S. if by sulked off you mean in bed asleep, then yes, correct. Not everyone lives in the UK and not everyone spends their days on these bbs, fool.

[honfacifi] 25/10/2023 15:38

I see you have sulked off, and all before I could get you to comment of silicone anodes!

A shame but you looked stupid with that China restrictions play too so be expected you would go back under your rock!

[honfacifi] 25/10/2023 15:08

So no reply on the fact China aren't restricting graphite merely permitting for geo derisking!

No reply on how many mines have set up in Greenland in the last thirty years!

No reply on what Greenland resources of global graphite are in a percentage!

No reply on the massive reserves of graphite in America north and south, Europe Turkey etc!

You pushed Alba a lot ages back then fled after the high it caused lolol. No wonder you aren't answering anything I ask but look stupid when I reply to your idiot statements of China etc!

[the count of monte_cristo] 25/10/2023 15:03

Who ramped Alba? What poster are you reffering to?

Your posts are all twisted:))

[honfacifi] 25/10/2023 14:31

"In terms of U.S imports, China is also not the only source, although, at 33 percent of imports, does account for the largest single source of imports. Mexico (21 percent) and Canada (17 percent), as well as India (9 percent) are other large exporters of graphite to the United States"

We have plenty of graphite

"China is initiating new licensing requirements but continues to facilitate most—if not all—exports under a presumption of approva"

They are not restricting it's supply all approved!

Fake news you spin not the truth. How much global reserves does Greenland hold - 0.1% absolutely nothing.

But byb2024 were producing non graphite anodes and by;2030 no EVs will use graphite. The biggest impact is the refractory market not EV I'm afraid lolol.

Please answer the questions I asked if you, I answered yours!

[the count of monte_cristo] 25/10/2023 02:08

If graphite is old news, then why have China strategically blocked it? Your opinion doesn't make sense when viewing what China have done as well as what the car manufacturers are doing with their batteries. Always two sides to a story and we get you are trying to deramp this company with negative posts, some information is indeed valid like the companies weak cash position and lack of funds.





P.S. like you I'm not invested in this company

[honfacifi] 24/10/2023 07:50

Most have made serious underestimates of the EV market too. Calculate how many factories Germany would need to completely rule out fossil fuels? That's close to a hundred.

Do you see the flaw why the EV market stalled and still is.

We never had the capacity but we certainly had the assets to supply enough factories over 25 years of building them just to cover say Germany.

I'd bet almost every new car by 2030 is solid state battery powered with no critical minerals in its construction. Toyota, BHP and others are breaking new ground we kicker than the buzz for graphite. In fact more investment seems to be going towards new solid non graphite EV grade batteries than to developing graphite routes.

The demand for graphite has lost its appetite and big players have already stepped in to cover the next decade worth and then some so again what demand? There is none and the brief scare is over.

But let's not stop building giga factories, these clever new breeds aren't just focusing on solid state they are designing their new components to fit into existing graphite battery factories so when the time comes to change its a very simple matter.

Briefly on the reliance of fossil fuels, no sign of that disappearing and by the time all this new tech comes out in cars we probably won't even have made much significant change to EVs from fossil power.

Graphite has had its day, I fear that and the bleak prospects of mining in Greenland are why no real players in the market have invested in you in many years.are solid state batteries better, yes, quicker and more cycles when charging, big increase in range and operating temperatures, no critical anything needed by the newest breakthroughs like from companies like High-performance-battery and so.

This whole ramp about graphite might have been more relevant years ago but now it just reads like yesterday's news.

But how many millions even for a small low volume production mine? This is never going to scale past small potatoes, after digging out expensive underground tunnels, processing, shipping you barely have change left from each ton.

[copandrobber] 24/10/2023 06:11

Plus most of the Anode Graphite Market is from Synthetic Graphite!

[honfacifi] 23/10/2023 18:00

Sweden, Google their recent finds and plans.

But wait there's more, giga factories are moving closer to mines and supply chains in Europe and solid state batteries just came along enough to make them viable and cheap enough in the next few years to simply drop graphites use in batteries.

And globally there's no restrictions from China, Africa, Australia and the few mines in Europe. It's easy cheap and free enough in fact the market super saturated and idiots like you who forecast some deficit are sorely wrong as we seem set to more than meet and surpass the best twenty years of needs.

Turkey, Ukraine, Finland, there's plenty of graphite in Europe but why stop there synthetic is the more popular and getting development all over the globe as Americans and others gear up another notch and fill any gaps in the future.

How is a small useless far away plot that will never be needed to supply enough to have any impact a major player.

Ramped up companies rarely entertain the down sides, everything is bright the world needs graphite were a major player! Yer right, you've been outstripped by the major players, left behind and solid state has become a reality killing the need for graphite.

Look at Bluejay, they shelved their Black sands ilmenite project at pretty much completion, now it's uneconomical but you and Groc pushed this asset as some world class bs whilst the clever pointed out the failings and we're spot on.

The industry has changed I'm sorry, the chance of graphite from Greenland even further away now. Scratches heads why you didn't try the Canadian mine right across the water, weren't they interested either, seems to me a real viable route instead of thinking your centric to European markets.

Question for you - Greenland has been hailed as some critical mineral golden land. This for thirty years and even more recently after some Trump ramp. So how much mineral does Greenlan produce yearsly and in thirty years how many mines are there in that country?

The answer is devastating, all that wealth and yet no majors even bothered, China, America even Australia went there but thought better before exploiting other areas of the world which make much more sense. No one wants what Greenland has, it's hard to export from, has no infrastructure or is near any and basically there's still so many assets in better countries which are more economical and easier to mine. Vein graphite is the worst to mine, open pit non vein is where it's really at and Why China and others dominate and see so much interest whilst you have none still. Who couldn't get in the tiny critical mineral groups your in, you don't have any offtakers despite numerous references to one or some. It's just some advertising poor man's route to try and drum up some business and isn't working.

When you get scientific and mining entries in journals from major players and EV related companies looking at your assets let me know, until then it's all pointless hype to reel in unwitting share holders.

I also note they took a DEATH Spiral FINANCE package to stay afloat, very few pis bought despite the option. In fact even the share price has dropped to embarrassing levels never to return. There's going to be no mine here!

[the count of monte_cristo] 23/10/2023 08:02

Where and who? Can you back up this statement with actual facts. Name the graphite mines in Europe you say are opening soon?

"But I can get graphite closer and cheaper than Greenland, look at the major mines opening soon!"

[honfacifi] 10/10/2023 13:45

No it's pretty easy but Alba and Groc have no interest so are taking death spiral finance and anything they can get from having to delist

[texaschaser] 10/10/2023 11:09

Trying to get a placing away in this market is hard.

[luffness] 09/10/2023 08:16

You need to read it properly - grant is for a feasibility study for a uk processing plantCorrect they will need to raise cash soon

[jwoolley] 09/10/2023 07:50

Still sitting on the sidelines with this one. Great that they have got part funding for the feasibility study.

Have they announced anywhere how much the feasibility study will cost? I can't see it anywhere.

Surely part of funding needed will also be ongoing costs as well. I feel they need to get more funding in pretty soon or they might need to do another cash raise.

Things seem to be running very close to the bone because of previous mistakes and past connections. I just hope they are able to make it, but I still have my concerns, like others seem to have at the moment.