Stratmin Global Share Discussion Threads

[illuminati1] 09/1/2016 14:49

Apple registers automobile domain names, including 'apple.car'
11hrs ago

Volkswagen to unveil new SUV in electric-car push to win back U.S. buyers

Mercedes Electric Car Platform To Spawn Four New Models: Report

Atlanta Journal Constitution:
"Why you'll be driving an electric car in 10 years or less"

#CleanDisruption

Predicting A New Wave of #Lithium & #Graphite Winners in Wake of the Tesla Deal:


10x more graphite needed for electric vehicles batteries than lithium

Stratmin aims for a 42ktpa graphite production, of which 100% will be signed up for and finance is when not if IMO. Our profitability is not dependent on the EV market but on existing markets, the EV story is a big big bonus that STGR will be ready to participate in once that gains momentum.

GLA

[comet5d] 09/1/2016 06:52

Tesla rival Faraday Future made its first unveiling to the world at CES hTTp://onforb.es/1Z4ca6K

[knowsleyman1] 08/1/2016 20:15

And the useless pumping keeps on coming. Do they not realise that nobody with any sense takes one jot of notice what is being said about matters that do not concern our company at all.

[illuminati1] 08/1/2016 16:58

StratMin Global Resources (LON:STGR) – Speculative BuyStratMin Global Resources, the graphite production and exploration company with assets in Madagascar, announced yesterday the completion of the first tranche funding from ASX listed Base Metals of £0.5m under the investment agreement announced 2 September 2015. Completion of the first tranche gives Bass Metals a 6.5% interest in Graphmada Mauritius with StratMin holding the balance and completion of the second tranche of £1.5m by 31 March 2016 will give a 25% interest. The Base Metal's funding has allowed StratMin to make a number of plant and machinery improvements at the Loharano operation. In addition, StratMin has ordered a new diesel generator power supply which will enable reliable power supply for the increased demand due to the production expansion that occurred over the previous quarter.Our view: We are encouraged with the continued commitment of Bass Metals. The funds received from the second Tranches will allow StratMin to continue to progress the expansion of Loharano operations. The investment agreement with Bass Metals has greatly reduced the financing risk for StratMin and we look forward to further updates from the Loharano operation. As such, we maintain our Speculative Buy on the stock.

[beeezzz] 08/1/2016 11:46

Knowl....You know they work for the company and have not interest in STRG whatsoever, they are just morons.

[comet5d] 07/1/2016 20:38

LG Chem recently opened a huge battery factory in China as well


LG Chem are to provide the batteries for the 2016/17 Chevrolet Bolt which was just presented at CES. 200 mile range for roughly $30KUSD.

[comet5d] 07/1/2016 20:27

Global Graphite Market to Grow due to Increasing Demand from Automotive Industry
6 January 2016

Persistence Market Research has published a research report, titled “Global Market Study on Graphite: Battery Segment To Witness Highest Growth by 2020”. This comprehensive research report gives a 360-degrree view of the market dynamics and trends in the global graphite market. Along with presenting key insights, the report offers a SWOT analysis and a Porter’s five forces analysis of the overall market. According to the research report, the global graphite market was valued at US$13.6 bn in 2013 and is estimated to reach US$17.5 bn by 2020, growing at a CAGR of 3.70% from 2014 to 2020.

The global market for graphite is experiencing acceleration due to growing usage of graphite in the battery and automotive industry. Graphite is mainly used for making clutch materials, gaskets, exhaust systems, motors, and cylinder heads. Graphite has slowly replaced asbestos, which was used for linings in vehicles and for disk brake pads. The biggest advantage of graphite is that it creates less noise while braking. Furthermore, graphite is also an important material used in the production of extremely lightweight carbon-fiber reinforced plastic (CFRP), which is mainly used by the aerospace industry and makers of Formula One cars. In recent times, graphite has also been in great demand in the passenger car industry as it reduces the weight of the vehicle, thereby resulting in less fuel consumption and CO2 emissions.

The global graphite market is segmented on the basis of form, end use, and region. The forms of graphite available in the market are natural graphite and synthetic graphite. The synthetic graphite segment is sub-segmented into carbon fiber, graphite electrode, graphite blocks, graphite powder, and others. Graphite is generally used in refractories, lubricants, electrodes, foundries, batteries, and others. Regionally, this market is segmented into Asia Pacific, Europe, North America, and Rest of the World.

Out of all the geographical segments, Asia Pacific holds the biggest share in the overall graphite market. This dominance is mainly due to the technological advancements in application of graphite in areas of fuel cells, solar power systems, pebble-bed nuclear reactors, and the automotive and aerospace industries. The biggest contributors to the growth of the Asia Pacific regional market are the emerging economies of India and China. The growing demand for steel and other metals has led to a growth in the demand for graphite electrodes in Asia Pacific, which is subsequently propelling the graphite market.

View Detail Report With TOC: hxxp://www.persistencemarketresearch.com/market-research/graphite-market.asp

[comet5d] 07/1/2016 17:29

Screen Shot 2016-01-07 at 7.12.22 PM.png

The table above sourced from Goldman Sachs shows the battery factories that are coming online this year to 2020. In an exciting development, Panasonic has announced that they are building another lithium-ion battery factory in 2017 to be located in Dalian, China. This article states that annual capacity will be for 200,000 electric vehicles.Referencing the table above (Evs equivalent capacity), this is additional capacity that's 40% of Gigafactory 1. If mining.com's figures can be believed, 40% of 126,000 tonnes is 50,400 tonnes of new graphite demand coming online in 2017.

In other developments, the times reported that the lithium price has almost doubled since October 2015 due to "rising demand from lithium ion battery and electric vehicle manufacturers" combined with a supply shortage.

The graphite price has not doubled because steel production is down in China. Alas. But the story on China is not as dim as the markets would have you feel. Referencing the following chart from the IMF on the Chinese residential property market, and particularly the green line"Floor Space started (baseline adjustment)" and the blue line "Floor space started (demand pickup)":

Screen Shot 2016-01-05 at 8.17.06 PM.png

Floor space started (i.e. construction that uses a lot of steel) is forecast to bottom in 2016 (blue line - demand pickup) or 2017 (greenling - baseline). So when will floor space started and hence steel demand increase? Will it be 2016 or 2017?

For it to be 2016 (which we want), aggregate demand for residential property needs to increase in China. If I had to wait for a market driven solution I'd be pessimistic but enter the Chinese government. Xinhua (the official government news source) reported in December that:

"Starting next year [i.e. 2016], China will roll out policy to transform 100 million farmers into registered urban residents, according to Xu Shaoshi, head of the National Development and Reform Commission, on Tuesday."

This is what's called hukou reform and I'd recommend learning about the hukou system on Wikipedia to give yourself context. Scholars have been calling for hukou reform for a long time and if China comes through with this this year, it would significantly add to demand for residential real estate because up to 100 million people who previously couldn't buy property now can (I can't understate how massive this is - don't believe me, look into it). I think it's safe to say that referencing the IMF chart above, the blue line looks like the highest probability when the Chinese government delivers sometime this year on hukou reform.

I've been thinking about this for the last week and if this scenario plays out, it will be one of the biggest contrarian calls ever (look at Chinese sentiment today). But the more that I read about it, the more likely it seems to me (definitely feel free to disagree but please provide data or some sort of empirical contribution). The Chinese government are motivated to reduce oversupply and as a command economy they can definitely enact hukou reform. The key point will be what percentage of the newly registered urban residents want or can afford to buy city apartments?

Stanley Druckenmiller says that to make money, you need to invest 18 months ahead. Looking 18 months ahead into Stratmin's future, where would the share price be with 1) production, 2) more battery factory announcements globally like the first article, 3) Chinese steel demand increasing, and 4) a graphite price that starts appreciating significantly like the lithium price when 2 & 3 culminate?

Low volume lately, everyone waiting for JORC, sales and production update.

[comet5d] 06/1/2016 22:26

#Graphite new data:
@benchmarkmin we expect #battery grade graphite demand to grow at a minimum of 25% a year between now and 2020

[comet5d] 06/1/2016 22:22

To realise value share holders need to stay strong and hold.
Don't for the sake of a few quids let go what you have been waiting and hoping for. However you got onto this stock, congratulations.
Now we as share holders need to resist selling out.
We need to hold our nerves and reward ourselves with real value, it may take some time so be patient.

[comet5d] 06/1/2016 22:20

Mercedes greenlights 4 new EVs to compete with Tesla, Porsche and Audi

[thegrumpster] 06/1/2016 10:02

Ten day average price for any placing?

Eight day closing price average 2.59p (to yesterday). Five day average is slightly higher, so maybe not so attractive.

So Friday earliest for any oversubscribed placing? (if they want to use only post "stunt" closing prices)

Same 25%-sh discount as BSM, would give a 2p-sh price.

If they supposedly have £1.5m coming from BSM within 12 weeks, and they want us to take that guesstimate seriously, they can't really whack in a huge placing.

So under £1m?? Maybe. Up to 25% dilution?

Thoughts?

Wouldn't it be nice not to do a placing?

Well this is AIM...... and the share price is coincidentally at an all time low around this time.

Be rude not to.

[illuminati1] 05/1/2016 10:12

Beat the shorters The way to limit (beat) the shorter's must be a collaborated effort from as many shareholders as possible.Here is what to do:The basic principal of shorting requires shares to be lent to the 'shorter'. If you hold shares you MUST set an upper sell limit. This can either be your target exit point or some ridiculously high figure, lets say £1.Because you have now set a sell order, it is live on the order book waiting for the share price to trigger it (Obviously £1 isn't going to get triggered). Because there is now a live sell order logged the shares CANNOT be lent to shorter's.To be effective it required as many shareholders as possible to set sell limits. Even if you want to run free, by setting a high sell limits stops the sorters in their tracks..... remember you can still sell below the sell limit of £1 whenever you wish.To add.......If you don't set a sell limit YOUR shares CAN and WILL be lent out for shorting if anyone wants to take a short position. All that I have said is FACT. If you research the topic there is plenty of info out there.Remember this needs to be a collaborated effort, every little helps

[illuminati1] 05/1/2016 09:24

Level 23 vs 13.25 next on the ask

[illuminati1] 04/1/2016 23:03

Energizer Resources +6% today
Madagascar Graphite Peer
2x bagger since Oct
Marketcap CAD $31m ~£15m
Production start 2017

Stratmin Global
Marketcap £3.9m
Currently producing
Targeting 42ktpa production by 2017

[illuminati1] 03/1/2016 23:34

Taken from Aussie Graphite board:I follow battery technology reasonably closely and there's been something 3-5 years away since 1991. Tesla currently uses silicon for 5% of it's anode and battery manufacturers have not yet found a way to raise this level; due to safety concerns. There are many competitors in the battery anode space but graphite is the safe and proven market leader:Screen Shot 2016-01-03 at 10.02.28 AM.pngMany of the "technological breakthrough" claims are hyped up because their advocates are trying to raise money to fund their research - that usually has a long way to go (if it goes anywhere). It's amusing how their technology is always 3-5 years away; if they'd cracked the technology they'd be commercializing it now (like Alevo as discussed later).Christoph Frey of ProGraphite (and a consultant for Kibaran Resources) expects graphite to compose 88% of the lithium battery anode market by 2025. The market share will decline as technology progresses but graphite demand for batteries will be 146 ktpa in 2025 versus 73 ktpa now:Screen Shot 2016-01-03 at 10.03.55 AM.pngGraphite's share will decline, but, because the pie will get much bigger with grid storage and electric car growth, demand for graphite from these sectors is bullish. I think there will be many exciting technological breakthroughs in the future and that silicon may be a part of that. Graphite will be a part of the story though, not in all products, but in many significant ones. Take Alevo for example, under the radar they've secretly developed a breakthrough battery in Germany with 1 billion dollars of private funding from Swiss investors. Their breakthrough product (the Gridbank)"are shipping containers full of thousands of battery cells. Each container can deliver 2 megawatts of power, enough to power up to 1,300 homes for an hour.The batteries use lithium iron phosphate and graphite as active materials and an inorganic electrolyte - what Eikeland called the company's "secret sauce" - that extends longevity and reduces the risk of burning. They can be charged and discharged over 40,000 times, the company said.That is about four times as much as rival batteries, said Sam Wilkinson, who follows energy storage for IHS Technology. Wilkinson, who said he was briefed by Alevo on its plans, said that if the batteries work as promised they will constitute a technological leap.Grid storage has become critical as more renewables are introduced into the world's power supply. For instance, batteries can store power generated during windy nights to use during the day when the wind may not be blowing, or can extend solar power into the hours after the sun goes down.The industry is expected to grow to $19 billion by 2017 from just $200 million in 2012, according to research firm IHS CERA." (Source)The Gridbank is perfect for task (40,000 discharge cycles! And 30% cost savings for utilities). It's requires no further technological breakthroughs and it's passed the acid test; it's being commercialized this year in Victory Industrial Park in Concord North Carolina.Graphite will not be the sole technological commodity used in the future, but it has a big role to play and its time has come. The only reason why graphite hasn't surged of late is because demand for steel production has declined as battery/grid storage demand grows. As soon as steel production stabilizes (or hopefully grows if One Belt, One Road comes online), graphite is in the box seat, not 3-5 years from now, this year.

[comet5d] 03/1/2016 18:18

China smog drives electric car interest

[comet5d] 03/1/2016 18:17

Greg Bowes on the lithium-ion battery demand and "getting close" to the graphite tipping point:

[comet5d] 03/1/2016 18:15

Graphite new data:
@benchmarkmin we expect #battery grade graphite demand to grow at a minimum of 25% a year between now and 2020

[comet5d] 03/1/2016 18:09

Tesla Hits Annual Car Shipment Goal for 2015 via @FortuneMagazine

[thegrumpster] 03/1/2016 15:12

Depends if has been bought down for a boot filling purpose?

Expect sustained good news after, for offloading purposes?

[beeezzz] 02/1/2016 11:45

Why does the share price not reflect the mines value, it just seems to worth nothing or very little, the asset or potential..