Stratmin Global Share Discussion Threads

[illuminati1] 09/4/2016 23:52

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."

[illuminati1] 09/4/2016 15:05

£8.6M offer = 5.3pThe ground is now laid for an explosive rebound.Downstream opportunity with Tirupati's expertiseUltra pure, expandable, micronised graphite. $$$Economic study shows profit margins can be vastly increased by up to 10 times by producing semi finished graphite products instead of just raw graphite materials. It includes modelling for the production of semi finished graphite products such as high grade flake graphite concentrates, graphite composite material, graphite sheets and foils, spherical graphite and graphene.Graphite foils in particular could fetch up to USD$50 000 per tonne on the open market eclipsing the standard price of around USD$500 a tonne for raw graphite fines.Expanded graphite is likely to fetch around $2500 a tonne whilst composite graphite could command up to $6000 a tonne according to the company.

[wskill] 09/4/2016 14:37

Why on earth would they sell all the assets at an agreed price to BASS before testing this resource something does not smell right to me.

[the stigologist] 09/4/2016 14:33

the value potential

lol

the real actual value is only 0.6p per share

[illuminati1] 09/4/2016 14:00

Reply from the CEOFor those who are not in direct contact with him:Thank you for making contact.I am very restricted on any communication in an open deal period and I know how frustrating that is I am dying to get more information out.We have been working closely with our Broker, Optiva, and they will be able to shed some light soon hopefully.We are producing and selling and as advised we went into the southern extension to bulk test the ore in the Mahefedok zone. At this stage I cannot tell you any more.We do expect Patersons Securities, Bass brokers and advisors, to publish a full research initiation note for Bass in the very near future. This should help Stratmin shareholders understand the value potential of the deal.RegardsBrett

[comet5d] 09/4/2016 12:46

Best to ignore lying wskill bashing troll.
Three phase Strategy in place to vertical integrate the graphite business.

Better watch CEO Brett Boynton interview




StratMin Global Resources to REMAIN INVOLVED IN GRAPHMADA Mauritius, says CEO
04 Apr 2016

StratMin Global Resources (LON:STGR) looks set to RECEIVE around MORE THAN DOUBLE ITS CURRENT MARKET VALUE in an asset sale that should also provide a funding solution for its Madagascan graphite operation.

The deal will see Stratmin offload its 93.75% stake in Graphmada Mauritius business to Bass Metals Ltd (ASX:BSM) for up to £8.1mln.
Current Market cap £3mln.!

Brett Boynton, chief executive, tells Proactive Investors the important part of this is that Stratmin will still be ACTIVELY INVOLVED involved from technology and commercial aspects in the development AS MAJOR SHAREHOLDERS going forward in Bass, which represent the FIRST PHASE."

"We are NOT STEPPING BACK FROM THE ASSETS, we are using this as a funding mechanism and are very definitely stepping forward with assets, he adds."

"SECOND PHASE unlocks the ability to look more closely at HIGH MARGIN GRAPHITE PRODUCT AREA. DEVELOPING ULTRA PURE graphite which Tirupati has expertise in, EXPANDABLE graphite and MICRONISED GRAPHITE which is a precursor on LI-ION BATTERY"

"The THIRD PHASE of the STRATEGY will be to be more actively and directly involved in GRAPHITE BASED ENERGY STORAGE and ENERGY PRODUCTION. Looking at THERMAL ENERGY and Li-ION BATTERY CHEMISTRY."

[wskill] 09/4/2016 09:40

The only game that management are playing is enriching themselves no new games here when the theft of the assets is complete they will of course delist from AIM and surprise surprise the vows of BASS can be distributed to STGR shareholders no cash as this will have disappeared.

[thegrumpster] 09/4/2016 08:59

"Who draws up any form of contract without a late payment penalty?"

It isn't just lack of any penalty, they seem to have been offered a bigger chunk of the company each time they filed to deliver.

If that isn't rewarding failure, don't know what is.

And not acting in the interests of STGR shareholders IMO.

[pictureframe] 08/4/2016 20:24

comet and illum....with respect you have been spouting the same rhetoric every time there is a big move to the downside.

[illuminati1] 08/4/2016 19:58

Canadian Graphite stocks continue their incredible bull run.

Gains since february to date!

Focus Graphite +220%
Northern Graphite +200%
Flinders Resources +180%
Mason Graphite +90%
Elcora Advanced Materials +80%
Graphite one +60%

Stratmin's market cap now a tiny £3m vs £15-30m non-producing peers

Not surprised so many new faces arrive on this board!

Remember, DERAMPERS NEVER DERAMP A BAD SHARE

Watch the board for shares with no potential. They never have any derampers. Derampers only go after shares that have excellent potential to go up or are going upwards.

[wskill] 08/4/2016 18:40

Unfortunate as we are now in the situation of the C/E having given the company away to his fellow Aussie friend we have no assets left everything is gone to the thieving Aussies and for next to nothing in payment.

All the vows will be broken and STGR shareholders will be left with is a worthless promise from a company which has never met any previous scheduled payments.

He has proved what his agenda is time and time again to appropriate the assets of STGR and deposit them in an Australian company BASS .

What sort of partner is BASS anything would be better than ending up in bed with them.

[pictureframe] 08/4/2016 17:51

Who draws up any form of contract without a late payment penalty?

[thegrumpster] 08/4/2016 17:26

Other questions for them:

Was the gentleman that thought up the whizzo wheeze of offering more of this company to BSM each time BSM failed miserably to meet each existing agreement, acting more in the interests of BSM shareholders or more in the interests of STGR shareholders?

From the start it was always in BSM's best interests to drag their heels with finding the money. Who do we have to thank for that outstanding consequence of the agreement?

Negligent or incompetent......or running to their own agenda?

[beeezzz] 08/4/2016 11:54

More BS from Brett.....sounds like Cameron and his renegotiated terms with the EU which have not been passed so are just BS.

[illuminati1] 08/4/2016 10:15

More by Jim To add to the below - I just received a response from the CEO for my, sometimes forthright, emails of the last few days.The key point is they are listening to all of our concerns, especially the concern that meeting the tranche structure is somewhat in Bass's hands. I specifically requested that the BOD consider some form of buyback clause in the detail of the share sale agreement for Graph Mada in the event we are unable to meet the tranche structure. This is intended solely as a safeguard against Bass acting in bad faith to prevent production targets being met - they risk losing the asset back to us.Brett's response is that this is already under consideration and will be in the detail of the final agreement.

[illuminati1] 08/4/2016 10:14

Good post by Jim LSEToday 09:32Make no doubt that this point on production has been rammed home to the BOD by several of us, who have since been in touch with each other to pool our knowledge of the situation.The prevailing feeling amongst people I have spoken to appears to be that the Bass deal is the least-worst option, with one major condition: the board of Stratmin has to demonstrate how we will retain the value from this deal, and this is likely to preclude becoming an Investing Company.Ie if STGR continues as an ordinary listed company and we end up with a sizeable share in Bass as well as a second growth business of our own (no doubt in the graphite space: milling/finishing, sales, "energy storage" etc) that is a good deal. It's good because it limits our downside risks. The alternative is further funding on AIM, which no doubt will see the speculators pushing us down between each raise, the net effect being the only people who can possibly win from this are the later-stage investors.Production targets and the like are all valid concerns and the BOD know we are screaming for some more tangible information.The alternative - going it alone - whilst giving us much higher upside potential - also has more significant downside potential and could, possibly, result in worst dilution than a swap.The sooner this gets cleared up the better, because it will end the negative speculation and leave us accepting a future with Bass as a partner is better than being eaten by a shark here on AIM.

[wskill] 08/4/2016 09:18

We will not own single share in a graphite company after this completes and of course we will not get any cash of these Aussie thieves unfortunately I have the misfortune to still own a good few STGR shares LOSSES ALREADY REALISED OF AROUND £22K and more to come for this year.

[comet5d] 08/4/2016 08:41

TESLA WILL NEED A LOT OF GRAPHITE & LITHIUM (BUT CHINA WILL NEED MORE)7th April 2016Benchmark Mineral Intelligencehttp://benchmarkminerals.com/Blog/tesla-will-need-a-lot-of-graphite-lithium-but-china-will-need-more/Battery grade graphite and lithium demand could surge if pre-orders of Tesla Motors' Model 3 are any indicator of sales between 2017 and 2021.Orders for Model 3 – which there is very little information on at the present, including the battery size – today reached 325,000 units.Analysts expected Tesla to secure between 30,000 to 60,000 orders on day one of Model 3 availability, however expectations were comfortably beaten when Elon Musk revealed 115,000 orders at the end of the official launch.As a comparison, in the first 24 hours of the Model S launch, Tesla received 300 reservations while the Model X reached 8,000 pre-orders in its opening day.It is important to note that pre-orders of this nature are not sales. However, the Model 3 numbers are significant as it addresses whether the wider public are prepared to buy pure electric vehicles and focuses the question on whether Tesla can deliver.How much lithium and graphite?There are many assumptions that are made when estimating Tesla's raw material demand as it ramps up to becoming a mainstream vehicle manufacturer.These include: the size of Model 3's battery, whether Tesla will use an NCA cathode, ramp up rate of the Gigafactory, bottlenecks in car manufacturing, and drop off in pre-orders versus the new ones that come in.Benchmark Mineral Intelligence estimates for Model 3 raw material consumption between now and 2021 are as follows:In 2021, based on Tesla manufacturing 150,000 Model 3 units, Benchmark estimates that the company will consume 10,800 tonnes of spherical graphite for its anodes and 7,200 tonnes of lithium hydroxide as a cathode raw material.In terms of battery raw materials: this is the equivalent of 44% of the world's battery grade lithium hydroxide and 15% of the world's spherical graphite consumption in 2015.Cumulatively, assuming today's 325,000 Model 3 pre-orders convert into sales, over the next 5 years – a conservative number considering there is still 18 months before it is launched – the product line will consume a total of 23,400 tonnes of spherical graphite and 15,600 tonnes of lithium hydroxide.In 2015, 100% of the world's battery-grade spherical graphite is sourced in China (Benchmark Mineral Intelligence)What will Tesla's average annual demand for vehicles be?Of course, this demand will not hit the market all at once.Tesla expects to produce 80-90,000 Model S and Model X vehicles in 2016, a significant increase on the 50,580 units it made in 2015.If Tesla is able to reach a production total 300,000 vehicles a year all with batteries ranging from 60kWh to 90kWh in capacity, its annual demand for spherical graphite in vehicles in 2021 will be over 26,000 tonnes a year.In the same period, the company's lithium hydroxide consumption will be over 17,000 tonnes a year.This does not take into account Tesla Energy's raw material consumption for its Powerwall and Powerpack utility batteries, which could be up an additional 40%.Then there is a question of stockpiling: how much will Tesla wish to stockpile?Lithium hydroxide would pose a problem if stored longer than 6 months; however spherical graphite can be stockpiled for some time.It would be fair to assume Tesla will require at least one year's worth of stockpiled material where possible which could further increase its purchases by 25% a year from 2018-2021.Will Tesla have to compete with China's megafactories?One thing is for certain, Tesla will become one of the largest purchasers of niche raw materials in the world. But with 70% of expected lithium ion battery demand coming from China, securing the necessary volumes will not be an easy feat.As of April 2015, Benchmark estimates that at least 12 lithium ion battery megafactories are in the pipeline between now and 2020. These are classified as new or existing plants being planned, constructed or expanded to gigawatt hour capacity.Of these 12 operations, only two are located in the US (Nevada and Michigan), while 7 are located in China. Europe, Taiwan and Korea are the three other locations expecting significant new battery capacity.Not all of these plants will be built to full capacity, but even if only 25% of this new capacity enters the market in the expected timeframe, there will be serious competition for the same raw material supplies.

[illuminati1] 08/4/2016 08:26

@grumpster why don't you take your concerns to Brett, you got his email.

[thegrumpster] 08/4/2016 08:20

Looks like the three stooges are back together on Lse, and firing on all cylinders

I have a new indicator for TA called the Bonker indicator.

Watch the number of posts, and poster put downs, increase from first reappearance, while the share price rises (if it does) then sell when they taper off to very near zero as the share price starts going down, or fails to rise.
That's the time to be thinking very seriously of selling.

Seems to have worked for STGR last time and CPX.

Probably should be used with another indicator like the MACD, as no indicator is foolproof.



Might suggest that one to Google Finance.



(poster put downs.......firmly suggesting to posters like "subst" that they have an deramping agenda if they express doubts as to the way the company is going.......as if anyone could fail to be impressed by each happy clappy drive)


Questions for today:


1.

16 Feb RNS extract

"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 (the "Investment Agreement")"


Obviously a big success in completing that task, but he did not wake up that morning and decide to move his executive rear to BSM......How long has this "winner takes all", just give the asset to BSM move, been planned?


2.

Why should BSM make any effort to take this agreement any more seriously than the last one, when one of the first things we are doing is handing them the asset for a small pot of loose change.


3.

Were the persons arranging the "investment agreement" so that it was in BSM's interest to delay payment (with no apparent), acting in the interests of STGR's shareholders or BSM's?



4.

Are they aware that Peter Landau is not doing too well business wise, right now?

[wskill] 08/4/2016 07:49

You would do better talking to plants than Comet this is his only job by the look of it ,the company has been stolen from under our noses there must be some benefit to our Aussie C/E maybe a large upgrade in resource will be announced when the theft has completed or the price of graphite is to go through the roof all I am sure of is this takeover is not for the STGR shareholders benefit.

By the time this is complete BASS will have paid only a few hundred thousand for STGR the plant alone cost multiplies of the offer price and a big bag of vows this is what they doing nothing extra will be paid by the Aussie crooks all you have to look at is their previous behaviour.