Stratmin Global Share Discussion Threads

[illuminati1] 31/1/2016 08:17

Jaded on Bass metals boardSo it IS Paterson's for the Report. A "leading" Broker House of particularly ASX Resource Stocks with a pool of sophisticated investors for placement take up.As said earlier, they'd be wanting the Stratmin Yearly and Projection figures for this Report. IMO. These should be issuing "soon".So no Asset Sale , dang dispute over payout by the litigation lawyers [not the payment just the lawyers commission], yes more CR's to come by March 31st next trache but not for the FULL amount.I presume such CR will be after this report and hopefully share price increases so raise is at 2-3 cents. Graphite sector could get some attention from Tesla contracts issue. The Asbury/Strat/BSM Madagascar Project is the only new mine LISTED operational so there's a chance/possibility of Market Interest esp with a Patto Pump operating.Anyhow the placements have been at 1 and 1.3 cents. Volumes have NOT been in millions upon millions of shares, arbitrage/pip diddlying round.Report will give some FA and Scenario clarity, Tesla Graphite Contracts give Market Sentiment positive,This before March 31st for a CR at at least 2 cent plus. maybe a all shareholder listed options issue?

[illuminati1] 31/1/2016 08:13

Germany wants to put 2 billion euros into encouraging electric cars hTTp://bit.ly/1W9JxF9

[thegrumpster] 29/1/2016 20:42

BSM Update:

December 2015 Quarterly Report of Activities

Extract:

".....Settlement with Lion Gold Corp

In November 2015, the Company notified the market that it had secured favourable settlement terms in relation to its previous dispute with Lion Gold.
The terms of the settlement require Lion Gold to pay a minimum of A$1,150,000 in cash and a further A$1,350,000 in cash and shares all before 30 June 2015.
The Company is pleased to report that to date they have received A$300,000 in cash and further substantial funds are due to be received before the end of January 2016.
As recently announced and following the announcement of the Company’s settlement with Lion Gold, the Company received a claim from a litigation funder for a portion of the settlement sums. The Company disputes the claim and intends to defend this.

Divestment of Que River Assets

Following the last quarter end, the Company announced that it had entered into a 3 month Exclusivity Period with private company Mancala Resources Pty Ltd (“Mancala̶1;) with the purpose of divesting its Que River Assets in Tasmania.
The Company recently received advice from Mancala that they do not intend, at this stage, to exercise their option to acquire the Company’s Que River assets in Tasmania.
The Company continues to liaise with Mancala and other interested parties in relation to the potential divestment of its Tasmanian assets."

[illuminati1] 28/1/2016 08:05

This is what will drive the graphite marketThis is the new way of generating electricity, instead of building expensive power plants. And that is why the battery market is expanding growth of 10% or more per year.As Goldman mentions in the report, battery storage will explode in years to come.http://energystorage.org/energy-storage/facts-figures

[comet5d] 27/1/2016 11:04

How to profit from graphite miningJanuary 5, 2016 Posted by: Pat McKeough Filed in: Mining StocksGraphite mining stocks could show strong returns if demand for graphite keeps expanding.Graphite mining is one speculative way for investors to diversify their mining portfolios.Many investors are interested in graphite because it is used in the lithium-ion batteries that power electric cars. But it has a number of other profitable uses, as well. For example, when added to steel, it increases its carbon content and makes it stronger. In the automobile industry, graphite is used in gaskets, brake linings and clutch materials. It also has a range of other industrial uses, including in components of electric motors, batteries, lubricants and pencils. Graphite is increasingly used in electronic devices, such as smartphones, flat-panel displays, laptops and tablets.China now produces about 70% of the world's graphite. It keeps about 60% of its output for its own use.What is graphite?Graphite is one of two naturally occurring crystalline forms of carbon (the other is diamond). Graphite stocks are the companies that own a graphite mine (one of which we look at below), and also firms that develop or use graphene (a material made from several layers of graphite) to develop products (like IBM).Graphite is a soft, greyish-black mineral with a metallic sheen. A graphite crystal is made up of loosely stacked one-atom-thick layers, much like a deck of cards. These layers can slide around, which makes graphite a good lubricant.Graphite demand will likely continue to rise as demand for new electronic devices increases. There are potential graphite mines and graphite deposits in Canada and around the world. These deposits could be brought profitably into production if prices rise high enough.As well, higher prices would likely spur manufacturers who use graphite to look for substitutes (including synthetic graphite in certain applications), and to increase recycling.

[illuminati1] 26/1/2016 07:35

Tesla shifts production to its Gigafactory to accommodate Powerwall demandJan. 20, 2016DIVE BRIEF:Tesla Energy has begun shipping its Powerwall storage systems with the first units going to customers in the United States and Australia who began placing orders last summer, Energy Storage News reports. Demand for its storage products has prompted Tesla to accelerate the production of its stationary batteries.In related news, Panasonic says it could invest up to $1.6 billion in Tesla's Gigafactory in Spark, Nevada.DIVE INSIGHT:Tesla Energy confirmed it has begun delivering its Powerwall energy storage system, according to press reports.In August, Tesla Chairman and CEO Elon Musk said the company had already taken orders for all of the stationary batteries it could produce in 2016. "Demand has been really crazy," he said at the time.Since unveiling its Powerwall system in April, Tesla has been enjoying widespread media coverage that has helped spur sales. Last August, Musk said the company had received "reservations" for "well over $1 billion worth of Powerpacks and Powerwalls" all without any marketing or advertising. With marketing plans in place, he estimated that sales could hit $45 million in the fourth quarter and up to 10 times that amount in 2016.Strong demand, meanwhile, has prompted Tesla to shift Powerwall production to the Gigafactory it is building in Sparks, Nevada.Tesla broke ground on its Gigafactory – so called because it will be able to produce 35 GWh of batteries when it reaches full production in 2020 – in June 2014.In third-quarter 2015, Tesla Energy began production of batteries at its Freemont, Calif., factory with the aim of shifting long-term production to its Gigafactory. Growing demand prompted the company to accelerate its plans, and early in the fourth quarter it relocated production to an automated assembly line at the Gigafactory.In a third-quarter letter to shareholders, Tesla said the shift would push some fourth-quarter Tesla Energy production and deliveries into the first quarter.Tesla Energy says it is growing its sales team to meet demand for its stationary batteries, which is particularly strong in Australia, Germany and South Africa.The company also says it is exploring market opportunities in India where it has "strong government alignment" and is seeking opportunities created by the end of net metering policies in Hawaii.Panasonic, meanwhile, says it could invest as much as $1.6 billion in Tesla's Gigafactory, which is expected to cost around $5 billion.Musk has said its Gigafactory will provide economies of scale that he expects to drive down the per kWh cost of its battery pack by more than 30%.In addition to its stationary batteries, the Gigafactory will produce batteries for the Tesla Motors' Model 3, which will be marketed as an affordable car, priced at about $35,000. The Model 3 is expected to start production in 2017. Tesla hopes to be making about 500,000 of the electric cars by 2020.

[substp] 25/1/2016 17:48

Keep in mind the last delivery was Nov. 21st...........5 containers on Jan. 4th

Graph-Mada Sarl

Asbury Graphite Mills Inc

Detail - 97,280 kg - 95 pieces
1x20' Container Stc 19 Big Bags Ofgraphite 1x20' Container Stc 19 Big Bags Ofgraphite 1x20' Container Stc 19 Big Bags Ofgraphite 1x20' Container Stc 19 Big Bags Ofgraphite 1x20' Container Stc 19 Big Bags Ofgraphite

Tamatave, Madagascar (malagasy)

Jan 04, 2016
New York/newark

[mintington] 22/1/2016 15:22

Can anyone remind me when we expect quarterly output update...I thought it was last week?.....and when revised JORC expectation

[illuminati1] 20/1/2016 11:53

Taken from LSEDebt finance for graphite peer Kibaran Resources attracts potential $30M graphite investment2016-01-20 by Proactive Investors Kibaran Resources' (ASX:KNL) Epanko graphite project in Tanzania has continued to attract international investment attention with a letter of interest from South African resources financier Nedbank to offer up to US$30 million in additional funding.This development has coincided with the lodging of the indicative terms and conditions for a senior debt financing deal with German bank KfW IPEX-Bank for up to US$40 million.Start-up financing for Epanko has been estimated at US$77 million.The mine's initial staged build-up in annual output has already attracted 10-year offtake deals with German global industrial conglomerate, ThyssenKrupp (20,000 tonnes per annum) and a sophisticated European graphite trader (10,000 tonnes per annum)Interesting to see that they possibly managed to secure further funding in this climate, which leadsto a higher debt/equity ratio of approximately 90/10 which is a huge win for shareholders.Graphite is going places.GLA

[beeezzz] 20/1/2016 10:17

It only has relevance if they supplying battery quality graphite which is 99.8% pure which in most cases is synthetic so not much relevance you see.

[gregoryan] 19/1/2016 12:10

beeezzz

Certainly not blind. Anyone with even partial sight can see the relevance. Have a nice day.

[beeezzz] 19/1/2016 12:01

Greg....because all those articles are years away and will not impact on STGR survival, we need better management and more efficient equipment, plus a huge increase in graphite prices, doesn’t the share price reflect this or are you blind.

[illuminati1] 18/1/2016 13:48

Even more so, as it was written by Stratmins Mine Manager Mr Reitz



Best to ignore uneducated, deramper beeezz

[gregoryan] 18/1/2016 13:35

beeezzz
How is "Graphite Mining Outlook For 2016" "irrelevant" when posted on a BB for a company that mines graphite?

[illuminati1] 18/1/2016 13:32

Good post by jimMarket maker gamesNow 2.41p to sell (50k dummy tried) but the RSP ask is falling back again...Despite the falling RSP ask price, cantor have stepped up their L2 Ask to 3.0p - resulting in 2 effects:1. Buys look like sells (2.595p trade was almost certainly a buy according to my polling)2. If they stomp on the L2 Ask again back down to 2.50p like they did Thur and Fri afternoon last week it will look like a bigger fall in the SP, might trigger more panic selling..!As I see it: shake, shake, shake, shake...If enough people hold on to their shares to ride out the shakes the people who are shaking the tree will have to pay a fairer price to get the shares they want IMO. GLA.

[illuminati1] 15/1/2016 07:11

Graphite Mining Outlook For 2016With so many new mining companies rising from 2012 with hopes to enter the booming or not so booming graphite market we can look at what 2016 will bring to the table.2012 to 2015 certainly was a very demanding and eventful time for many new comers, rising stars and potential heroes or super heroes in the industry. Not just for the bigger players but also for smaller mining companies entering for the first time into the prosperous graphite industry only to discover the carrot hanging in front of the donkey is not so easy to reach. Suddenly new comers are faced with an unfamiliar market where buyers and sellers not always agree, that is if you can find a suitable buyer or seller. For those who made it into the production stage of the mine they are faced with hard to overcome challenges like graphite purity, flake sizes, and so many other not prior properly investigated bottlenecks. Unfortunately, many has fallen of the donkey and are now trying to figure out what has gone wrong with their dream of becoming a super hero. And for those still hanging unto the side of the donkey I wish you all the best for 2016 and beyond. The demand for Graphite and maybe now more than ever is still believed to increase as we enter the "all long awaited for battery booming era".In 2012 Dr Alex Cowie said "With so little new production queued up, and new projects taking around five years to bring to production, it is hard to see how demand will be met. Analysts at a Canadian investment bank, Canaccord, reckon that demand for flake graphite will increase six-fold by the end of this decade. This paints a very bullish picture for flake graphite prices. A six-fold increase to demand without any significant increase in supply should send prices one way: UP."To look at 2016 and beyond allow me to take you through some very interesting discussions between familiar and not so familiar heroes and super heroes of the graphite industry.Investing News networked interviewed former GrafTech International exec Dr. Pieter J. Barnard who has more than 40 years' experience in the graphite industry. Dr. Barnard reminded us that the quality of both synthetic and natural graphite is extremely important so that is definitely something all companies should take note of. He also talks about not only the wonder material, graphene but also mention some of the newer, technologically advanced applications. The market demand for some of these applications is growing very fast - for example, lithium-ion batteries, supercapacitors, pebble bed nuclear reactors, conductive coatings and graphite foils, which are used in the electronics and fuel cell industries. These new technologies will drive demand for ultra-high purity graphite. These new technologies he mentioned will certainly consume a lot of the natural graphite that's available or will soon be available.When Dr Barnard was asked: Do you see end users who need synthetic graphite being open to making the switch to natural graphite? His answer was "absolutely". To give you a good example, just look at lithium-ion batteries, where to a large extent people used synthetic graphite before. Some large carmakers are now starting to look at synthetic and natural graphite blends - say 50 to 60 percent synthetic and the rest natural. There's even an opportunity in my opinion that ultimately it could all be natural, depending on the availability of good-quality natural graphite. Bottom line, it's a question of quality and purity of product.Dr Barnard also said: The demand for high quality natural graphite has not been strong in the past because of the limited number of possible applications, and the high cost for investment in technology to upgrade the natural graphite. He said that because of all the new applications that are being developed, as well as investments in equipment to upgrade natural graphite, he can see that 2016 will be better than last year.In fact, between now and 2020, double-digit growth is predicted for some of the new applications, and in certain segments growth as high as 30 percent per annum. This, obviously, will put a real strain on the supply of high-quality natural graphite. There will not be enough natural graphite, and there will be a need for new mines to be opened up to meet demand. Prices for high-quality natural graphite are likely to increase as demand surges and supply tightens.The bottom line is that there are many new applications that will need natural graphite. People are getting very, very excited about natural graphite, and I think as more and more people understand what new products it will be used to create, it's going to become very attractive to investors.www.investingnews.com posted an article end of last year named "Graphite Outlook 2016: Megafactory Deals on the Horizon?" The article mentioned that 2014 was undeniably the year of Tesla Motors (NASDAQ:TSLA) for the graphite industry, but as 2015 draws to a close it seems market participants are starting to look beyond the hype. That's largely because despite excitement about lithium-ion battery megafactories from Tesla and other major companies, 2015 was still a tough year for graphite. The metal has been beaten down by low demand and high supply - both due in large part to issues in China - and as yet it still seems as though a recovery is a ways out.In the article Investing News Network (INN) reached out to industry experts including Andrew Miller of Benchmark Mineral Intelligence.From the article: 2015 graphite themes: Low demand, high supply. As mentioned, low demand and high supply were key issues in the graphite space in 2015, and China was at least partially to blame on both counts. Summarizing the situation, Miller said that because the graphite market is "still driven by industrial end markets, [its] direction ... in 2015 was always going to be dictated by developments in the emerging economies. With China's industrial output underperforming on expectations at the start of the year, the decline was a bit sharper than we expected, but the trend was as we imagined." He added that lower demand out of China was "compounded by price competition from China, which has put a real strain on higher-cost producers." That said, he pointed to "specialist and value-added grades, such as expandable and spherical graphite," as areas of optimismSimon Marcotte, vice president corporate development at Mason Graphite, told INN that while 2015 was indeed not the easiest year for graphite, "when compared with other commodities (like iron ore), graphite didn't get hit as much." He believes that's partially because "the growth in the battery sector is already very meaningful to the graphite market and is just beginning to see very strong growth."According to Miller, while industrial markets will continue to dictate graphite demand in the short term (making developments in Europe, North America and emerging markets important), the defining story of the year will be growth in battery-grade graphite. "The emergence of this new industry will solidify next year and start to gather real momentum, driven by electric vehicle uptake and construction of lithium-ion battery megafactories," he said. Overall, that should lead to "more solid" graphite prices in 2016.While the idea that Tesla and other megafactory builders may start signing graphite supply deals in 2016 is certainly exciting, market participants are aware that such deals won't necessarily bring the market out of the woods - at least not immediatelyMiller added that it's also possible that the production of more flake graphite could lead to it being used in other markets, which could be "a big development in the industry's structure."It seems the graphite mining industry is certainly here to stay and growing, at least for now and while browsing through the net and listening to all the positive outlooks for 2016 we certainly get a very optimistic feel for the graphite market but for how long? The fear of graphite replacements or increase demand for synthetic graphite if we see a dramatic price drop is lurking around the corner.For those mining companies just starting off and aiming to grab the carrot it is important to do your homework exhaustively till you are accustomed and fully aware of what the market demand.All the best for 2016 and beyond.

[beeezzz] 14/1/2016 12:32

I think they have just gone angling, probably more profitable than graphite, food you see.

[comet5d] 13/1/2016 15:34

300k decent buy...I think the resource upgrade will blow you away...impact on share price who knows?The ball is rolling...

[illuminati1] 13/1/2016 14:57

In Buffett's own words, "if you're right about the business, you'll make a lot of money," so don't bother about attempting to buy stocks based on how their stock charts have looked over the past 200 days. Instead always remember that "it's far better to buy a wonderful company at a fair price."

[thegrumpster] 13/1/2016 14:52

Sound proof box for the generator???

Must be the first time anything like that has been considered worth including in an RNS.

What kind of rattly old, exhaustless tank engine were they running in the first place, and trying to persuade investors that everything was progressing as it should for the last few years?

[thegrumpster] 13/1/2016 14:41

"Low volume pullback....."


IMO The stunt with reducing the nominal value of the share price by a factor of 400, when it was not even that when they started the graphite caper (which is probably what it was in the beginning IMO), makes it abundantly clear how they intend playing this "going forward". It just about guarantees that low volume is
all that is needed to bring this down.

Doesn't look like they're going to get the share price up before doing a placing, so that dilution is minimised, rather it looks like they'll place at the lowest price possible so that small holders are squeezed out as much as possible.

It virtually guarantees a very decent profit for mates and cronies, by the time the share price gets back up to where it was when it was decided to make it appear that BSM had very little money down the back of the sofa. Even though all involved would have known what the situation was when they first decided to leap into bed with BSM (Shared directors)

It also fits in perfectly with where the markets now appear to be going. So they can just shrug and say "it's not us, it's the markets".

The AIM market has reached the stage where it needs putting down IMO.

[illuminati1] 13/1/2016 12:01

Low volume pullback but as many pointed out - the share price can go up just as fast as it went down if not faster and unfortunately for us longs STGR is susceptible to explosive moves at times in both directions.

STGR - Let the games begin!

News soon