Stratmin Global Share Discussion Threads

[thegrumpster] 01/3/2016 08:22

Little sign of life from BSM. Very few shares traded, most days.

If this was a dual-listed share, wouldn't they be considering getting rid of one listing, by now?

[comet5d] 26/2/2016 14:16

The Guardian: Electric cars 'will be cheaper than conventional vehicles by 2022' #lithium #graphite

[beeezzz] 26/2/2016 11:04

M7....Balls of steel come to mind...gooooooooooooooood luck, still not convinced myself...when production reaches B/E then I may be tempted.

BOD get D- for producing a modern mine, not.

[comet5d] 26/2/2016 06:14

GM into fuel cells?

According to the United States Geological Survey, fuel cells have the potential to consume as much graphite as all other uses combined. There are a number of different types of fuel cell under development although the proton exchange membrane technology is the only one that uses large quantities of graphite and could create significant demand for graphite. However, the US Department of Energy suggests that PEM cells are the most likely to be developed for use in light vehicles.

Now GM America's largest auto producer stirs Fuel Cell EV Pot With New Propulsion Systems Name.

[mortimer7] 25/2/2016 14:02

Took the opportunity to top up holding today.

[comet5d] 24/2/2016 22:42

Electric vehicles can trigger an oil crash sooner than you think.
See why:

[illuminati1] 23/2/2016 13:40

Great article

Low-cost EVs to swamp China market, strong demand for lithium and graphite

[comet5d] 23/2/2016 12:20

Graphite sector is certainly heating up. Stratmin are currently in discussions with European majors.Elcora Advanced Materials Enters into 10 Year Graphite Supply Agreement with Thyssenkrupp Metallurgical ProductsFebruary 23, 2016 - Troy Grant, President and CEO of ELCORA ADVANCED MATERIALS CORP. (TSXV: ERA) announced that Elcora and its joint venture partner Sakura Graphite have entered into a 10 year exclusive distribution agreement with thyssenkrupp Metallurgical Products ("thyssenkrupp").Under the terms of the agreement thyssenkrupp has been appointed the exclusive representative and distributor of Elcora's high purity (greater than 96% purity) graphite production for the territory covering the European Union (EU 28), Russia, Turkey, USA and Canada. thyssenkrupp has been provided the right to purchase 50% of the vein graphite or other graphite produced by Elcora during the term of the agreement.Under the terms of the agreement thyssenkrupp undertakes to market 9,000 mt p.a. (50% of the estimated 18,000 mt p.a.) by year 5 of the agreement. thyssenkrupp has the option to renew the agreement for an additional 5 years from the initial 10-year period. The high purity graphite is anticipated to be sold to end users in the lithium ion battery market and for other high end technology applications.Thyssenkrupp Group has identified the opportunity to supply key customers with high purity graphite through their metallurgical products division which complements its existing sales of chromite, bauxite and refractory grade graphite.Stephan Hanel, Chief Operating Officer of thyssenkrupp Metallurgical Products, says: "This partnership with Elcora and Sakura is extremely attractive for us and represents an ideal addition to our portfolio. We are confident that acting as a distributor for this high-quality graphite will enable us to grow our market share, in particular in the forward-looking technology sector."Troy Grant, Chief Executive Officer of Elcora and Sakura, adds: "We are extremely pleased today to announce this newly formed partnership with thyssenkrupp. The Company's Metallurgical Products Division serves some of the world's leading manufactures with industrial minerals. Through this exclusive arrangement, Elcora will be supplying the highest grade of graphite material available anywhere in the world to market leaders developing technologies that will power our future. We are grateful for this opportunity."About Elcora Advanced MaterialsFounded in 2011, Elcora has been structured to become a vertically integrated graphite & graphene company that mines, processes, refines graphite, and produces both the graphene and end graphene applications.As part of the vertical integration strategy, Elcora has secured high-grade graphene precursor graphite from its interest in the operation of the Ragedara mine in Sri Lanka. The Elcora team is composed of some of the best process, research and development people both in graphite and graphene. This combination means that Elcora has the tools and resources for graphene vertical integration.- See more at:

[mintington] 23/2/2016 09:53

This board is as quiet as the company's reporting.....!!!!! The next RNS should be early March with the last three months production and/or the new JORC......should make good reading and be positive for share price uptick.....hanging in there

[beeezzz] 19/2/2016 13:44

Thanks.....like everything in life it comes down to cost, and we know synthetic is very expensive.

[comet5d] 19/2/2016 11:46

Beeeez it's around 50/50 atmGraphite supply critical to the development of the automotive industryPosted on May 25, 2015 by Dr. Ian FlintMany graphite junior mining companies have been stating that they are going to be selling graphite for the battery application, specifically into electric cars. This quick report is to show the approximate magnitude of this market. The public focus has been on Tesla Motors Inc. and their plans for a giga factory that is projected to have the capacity to produce half a million electric cars per year. This is only part of the story. A total annual worldwide production of approximately six million electric cars is commonly projected by the year by 2020. Note: this projection only includes full electric vehicles and doesn't include hybrids, or any other use of lithium ion batteries.As a first approximation there will be about 265 kg of graphite per car. As there are 6 carbon atoms required to store one proton, 0.00107 grams of carbon is required for each watt assuming a 50% efficiency of storage and 1.5V battery cells. The 85 kWhr battery in the Tesla model S would then require an estimated 327 kg of graphite. The range of the car is about 450 km, meaning that 0.77 kg of graphite is required per km of range. The power required can be assumed proportional to the mass of the vehicle when equivalent rolling and air resistances are assumed. The Tesla model S has a mass of 2112 kg. Thus, 0.364 grams of graphite is required per (kg*km). What is does number mean? Multiply this number by a car weight (kg) and range (km) and you get the approximate amount of graphite that is required in the car's batteries. If you assume the average mass of car, which in 2010 was 1,818 kg, and a range of 400 km, then the average car requires 265 kg of graphite.The amount of graphite required for annual car production can be estimated using the average mass of graphite per car and a projection of the number of cars manufactured. This is shown in Table 1.Table 1: Estimated electric car graphite consumption. Assumes an average range of 400 km, vehicle mass of 1,818 kg and battery specific graphite of 0.364 g/(kg*km) resulting in an average of 265 kg per vehicle.Table1The projected number of electric cars sold per year in 2020 is about six million. That is 1.59 million tonnes of graphite. Where is all this graphite going to come from? The differential, or the amount of graphite demand increase each year indicates that one, or more, 100,000 tonne per year mines could open each year solely dedicated to electric cars and this market would not be filled.The graphite will be artificial, natural graphite flakes or natural graphite that has been "balled". The choice will be economic subject to availability. It is likely, that as long as the quality can be met, the supply will be natural, followed by ball graphite with the remainder being artificial. The economic reason for this is shown in Table 2.Table 2: Price comparison of the graphite found in the average car batteryTable2How does this affect the graphite mining industry? The use of natural graphite in these batteries is almost an economic necessity in order to make the vehicles available at a reasonable cost. The total amount of natural graphite currently produced that is applicable to batteries is approximately 50,000 tonnes and this source is shared with cell phones, tablets and laptops. The exact amount doesn't matter; it is simply a statement that such graphite is currently not produced in the quantity required and that the expansion of the electric car may be limited by this shortage. This can be alleviated to some extent by the production of ball graphite from larger flakes of graphite. However, the supply still isn't there. This leaves artificial (pyrolytic) graphite meet this market; at an obvious cost.The conclusion is that graphite at a reasonable cost is already in short supply and will become critical to the development of the automotive industry in the next few years.DoctorFouad on May 25, 2015 at 6:04 PM said:thank you very much for this very informative article.on another note I think table2 is missing (price comparison of the graphite).Dr Ian Flint is Chief Operating Officier of Elcora Resources, hopefully he would succeed in building and commissioning Elcora's graphite processing plant in Sri Lanka, and sell the high purity sri lankan graphite (99%+) to battery manufacturers.I believe that low cost high quality natural graphite could play an important role in substituting the higher cost synthetic graphite in lithium ion batteries anodes.Reply ?DoctorFouad on May 25, 2015 at 6:31 PM said:"The total amount of natural graphite currently produced that is applicable to batteries is approximately 50,000 tonnes and this source is shared with cell phones, tablets and laptops. The exact amount doesn't matter; it is simply a statement that such graphite is currently not produced in the quantity required"Very interesting remark.I always wondered why not all lithium battery manufacturers use less expensive natural graphite for their anodes instead of the more expensive sunthetic graphite. The answer could indeed be as pointed out by Dr ian Flint : a deficit in supply rather than lack of demand.it seems the graphite used for lithium batteries is in the order of 100.000 tonnes per year, of which 50% is of the natural source and the other 50% of the synthetic source (based on petroleum coke°.It seems Tesla/Panasonic use (up until now) exclusively synthetic graphite for their highest quality in the market 18650 form factor lithium ion batteries, yet most mobile phone battery manufacturers in China use natural graphite.According to many tests done by graphite junior companies, the performance of natural graphite in batteries is comparable and could even surpass that of synthetic graphite. Besides, the natural spherical graphite is produced at a lower cost than synthetic graphite and is sold in the market at a cheaper price (some analysts talk about half the price : 16.000$ VS 8.000$).Reply ?Goldman on May 26, 2015 at 4:50 PM said:Thanks very much for the article. Is synthetic graphite able to meet the increase in demand? Synthetic is produced from coke so I am not sure if you can just increase synthetic production at will or it depends on coke refining. ThanksReply ?Islay on May 26, 2015 at 10:27 PM said:Is there some confusion here between the amount of spherical graphite used in EV batteries, and the amount of flake graphite required to produce that spherical graphite?Dr Flint's projection of the number of new mines required to meet EV battery requirements appears to assume that one ton of additional graphite production equates to one ton of battery graphite. Since the yield of spherical graphite is typically less than 50%, this means that we need to more than double his figures for the number of additional 100K tons/year, if natural graphite is to meet demand.Reply ?Islay on May 26, 2015 at 10:32 PM said:Sorry, My comment, above, omitted the word "mines". The last sentence should read:Since the yield of spherical graphite is typically less than 50%, this means that we need to more than double his figures for the number of additional 100K tons/year mines, if natural graphite is to meet demand.- See more at:

[beeezzz] 19/2/2016 11:05

I think that should have read "very very very speculative" buy

Comet... You still haven't answered my ?, how much of lithium batteries contains natural graphite and what % is synthetic.

[illuminati1] 19/2/2016 06:57

StratMin Global Resources (LON:STGR, 3.0p) - Speculative BuyStratMin Global Resources, the graphite production and exploration company with assets in Madagascar, yesterday announced continued success on its on going operational improvement programme at its Loharano operations. The Group announced that it has completed the current stage of refurbishment including upgrade to primary mill, enhancements to the floatation circuit and commissioning of new dewatering equipment. The final stage will entail new milling and drying units as well as a new mining fleet, funding will be from the proceeds from the transaction with Base Metals, which is due by the end of March 2016. Despite heavy rains in January the plant has been running continuously and in February has +94% TGC grade concentrate, on demand and at volume for the first time. Mining has now moved to the adjacent Mahefedok area for bulk testing and final engineering and design input for the planned new plant. StratMin's JV partner, Tirupati has received the mining licence approval for the Vatomaina property and is waiting for environmental signoff to begin project development.Our view: We are encouraged with the continued operational improvements, which have been completed without a break in production. The proceeds received from the Bass will allow StratMin to fund the final stage of refurbishment. The investment agreement with Bass has greatly reduced the financing risk for StratMin and we look forward to further updates from the Loharano operation. We are also encouraged with the increase in sales with new buyers from India, Germany and Austria and note that product samples have been approved by end users in Europe which could lead to additional sales in the near term. As such, we maintain our Speculative Buy on the stock.

[comet5d] 18/2/2016 18:41

Global Market for Lithium Ion Batteries for Vehicles expected to Total $221B from 2015-24:hTTps://lnkd.in/eq4mEKR

[beeezzz] 18/2/2016 11:03

Lets not run before we can walk, would like to see positive cash flow that alleviate any more fundraising, that's what the market wants to see then maybe the shorting will disappear.

[illuminati1] 17/2/2016 16:27

"Sales, meanwhile, included repeat orders from India and first shipments to new buyers in Germany and Austria, while samples have been approved for further sales in Europe."New off-take deals tba soon.Cutting out the middle man and selling to end users will increase margins substantially.Multi bagger in the making

[thegrumpster] 17/2/2016 15:45

No mention of how near they are to breaking even.

[thegrumpster] 17/2/2016 15:32

RNS

Item 4 looks pretty sensible.

Thought they'd be washed out with the rains. Looks like they've kept going.

No production figures. Otherwise they seem to be getting there.



So it's up to Bass to pull their fingers out.

[comet5d] 17/2/2016 13:22

Tesla's Powerwall Hits the Australian Market, Fertile Ground for Storage The company has a lot of brand recognition. But it also has a lot of competition.February 16, 2016 The company has a lot of brand recognition. But it also has a lot of competition.Tesla is shipping its Powerwall battery system to early adopters in Australia, hoping to take advantage of the country's market conditions that make it ripe for storage growth.Just a few days ago we reported that Sunverge -- already active in the Australian residential storage market -- pulled in $36.5 million from investors to help expand in the country.The Australian utility AGL Energy has been selling Sunverge residential systems since November last year, and its $20 million cash injection is a positive sign for the market's potential.Other competitors in the market currently include Panasonic, Samsung SDI, Enphase Energy, Magellan Power, AllGrid Energy, Zen Energy and SunEdison. Even telco Telstra is getting in on the act.So Tesla's Powerwall is one solution among many -- and a very recent arrival, with the first ever installation only taking place a few weeks ago.It's being sold (or in some cases will soon be sold) to the public via a range of dealers, including the solar arm of insulation company CSR Bradford, Origin Energy, Simply Energy, SunEdison Australia, and Sydney-based solar installer Natural Solar.According to Natural Solar's Managing Director Chris Williams, the Powerwall is an obvious choice for the market: "Tesla Energy has a clear advantage in both price and technology and is some years ahead of its competitors."Although Tesla's cost advantage has been challenged, the company's heavy marketing and public relations work seems to be paying off."Since Natural Solar announced we were an official installer of the Tesla Powerwall in December 2015, we have had an unprecedented amount of consumer interest in learning more about the product and solar solutions. This includes new customers, who don't have any solar power currently in place, as well as people with a solar system installed already looking to arrange a retrofit for the Tesla Powerwall," Williams said. Interest has only been amplified since the first Tesla Powerwall shipment arrived in Australia and the first installations commenced," said Williams.Stuart Osbourne, spokesperson for installer Origin, also said he was fielding a lot of questions about Tesla's home batteries. "Origin has received a lot of interest in the Tesla Powerwall and our home energy solution. Thousands of Australians have already registered their interest, and we've been having some great customer conversations," he said.In the longer term, Origin is looking to pair storage with existing solar installations, as well as offer a combined solar-inverter-Powerwall solution.Like many in the industry, Williams and Osbourne believe that Australia is an ideal place for storage to expand."Australia has been a long-time leader of renewable energy, and over the past six years we have seen huge consumer and commercial uptake of solar. Aussies are open-minded when it comes to renewable technology and also environmentally aware, so it makes sense that we would be leading the charge into battery storage on both a home and commercial scale," said Williams.Natural Solar is also targeting the commercial market. Tesla has a product for that sector, too -- the scalable 100-kilowatt-hour Powerpack, which Natural Solar is already offering to customers. "We see this as a real growth market and are fielding a strong number of inquiries. Installations will commence over the coming months," said Williams. Origin is also looking into offering the Powerpack.The future looks promising for storage in Australia -- and that's due to a lot more factors than its legendary sunshine and high level of domestic solar penetration. High energy prices and low feed-in tariffs are also factors driving interest in more self-consumption, noted GTM Research's Brett Simon.Australia's energy storage market is expected to grow 37-fold between 2015 and 2020, reaching an annual installation rate of 244 megawatts, said Simon. And the majority of market growth will occur in the behind-the-meter segment, accounting for 90 percent of total capacity installed between 2013 and 2020.Looking further into the future, Bloomberg New Energy Finance is forecasting a staggering 33 gigawatts of battery storage to deployed in Australia by 2040, accompanied by 37 gigawatts of rooftop solar. http://www.greentechmedia.com/articles/read/teslas-powerwall-is-out-in-australia

[thegrumpster] 16/2/2016 17:15

Isn't there supposed to be a broker note for Bass pretty soon?

[thegrumpster] 16/2/2016 17:13

As long as he sorts out the Bass money, at his earliest convenience.

[thegrumpster] 16/2/2016 17:10

"Glad to see Marvin gone. Never managed to work out what use he was to the company from day 1. An expensive waste of space for the shareholders....."


Has he really gone,...... effectively?



"Mr Marvin will step into an executive role with Bass to assist in completing the investment agreement between Bass and StratMin first announced on 2 September 2015"

[illuminati1] 16/2/2016 16:26

jimbotechstockToday 15:54For me the cost-aware approach is in this case a very good signal. As most here are aware Stratmin have been on the cusp of profitable production for quite some time now, one CEO has gone for failing to deliver and anyone would be forgiven for thinking his replacement might not be up to the challenge too...EXECPT for the fact that neither Mr Boynton nor My Poddar are taking salaries - clear to me the main thing driving them is creating value in this business; value we'll all share - and that's a major departure from the couple of years prior to Brett taking over, when the CEO secured a pay rise despite failing to deliver anywhere near an operating profit.The directors believe, in their unsecured loans and time-for-shares; and I firmly believe they have the skills between them to get the technical job done and build a profitable corporation around that. Sure it's a cause for concern that there's been no recovery in the share price - in fact a fall - since the milestones ticked last year, but I also know the way AIM works means that the true value of a share can be hidden from view for extended periods due to the way trading firms create false share capital in markets - it's not until their positions are closed that the true supply/demand value is realised.Yes it is a risk and continues to be a risk, but operationally Stratmin have the asset, the team and have made good progress in the first 7-8 months under new team.