Stratmin Global Share Discussion Threads

[comet5d] 02/5/2016 17:02

The question is what's the price the end users from the RoW are willing to pay to secure non-chinese premium product supply? End Users which may only have 3-6000 t requirements. Surely the price will be higher what Asbury (distributor) is currently offering. Therefore diversifying sales to European EndUsers seems a smart move.

[thegrumpster] 02/5/2016 14:47

Lse board thread ----Current prices:

Just Google: Alibaba - natural graphite/flake graphite.

They seem low, but they're maybe quoting low to get the interest.

You can probably then search for another (battery) mineral, cobalt, lithium or whatever, to compare the typical price difference between Alibaba and the wider market, if there is one.

Example......up to $1044 tonne.



Alibaba will also give indicative prices for all the common graphite products, spherical, micronised, sheet form and so on.

[comet5d] 01/5/2016 19:24

"How the industry deals with an expected surge in demand will be critical over the coming years. We expect this to begin in 2016 and it is likely to intensify in 2017/18 with limited new supply on the market and battery producers increasing their consumption." Andrew, Miller Benchmark Minerals Intelligence "In addition to Tesla, there are at least a dozen battery manufacturers with numerous others rushing to join and capture growing market share. It is clear that security of supply of raw materials - like cobalt, lithium, nickel and graphite - will be a major issue going forward." Chris Berry, House Mountain Partners

[thegrumpster] 29/4/2016 08:26

"The announcement made on 4 April 2016
replaces the previously announced transaction to
deliver control of the asset and enhanced
value to shareholders"

-------------------------------------------------

Enhanced value to BSM shareholders.

Opposite of enhanced for us?


$750k Shares......




Settlement Proceeds $300k

Only end of month $150ks from $850k (Jan Feb) in there?

So $1350 coming as one sum....about now? (not in 3 installments....as per Liongold RNS)

--------------------------
Edit:

From the Half Year Report issued 15 March 2016



"Subsequent to the reporting period, the company has
received a further $300,000 from Lion Gold as part
of their settlement. "

So the $300 is the monthly payments for Jan/Feb? (From $850k)

Half Year also says that the $1.350m was in three stages.....so missing? (no mention of getting cash or shares?)


"Additionally, LionGold is to also pay the company, in the form of cash or shares in the Company, a further sum to the value of $1,350,000 (tranche three) with the value of tranche three payments to be completed by 30 April 2016. "

[thegrumpster] 29/4/2016 08:13

BSM Quarterlies and activities report:

[thegrumpster] 28/4/2016 13:57

If you look at this site, you may be able to make out some of the details of two shipments (Nov, Jan )that don't appear to be to the US (no record on port examiner), but appear to still be to Asbury ("See all 1 customer of Graph Mada SARL").

On my old laptop the parts you can see are not much use. On a better screen it might be a bit clearer.

[illuminati1] 28/4/2016 11:00

Great find. Will try and dig for more info.

[thegrumpster] 28/4/2016 10:34

A$850 at $150k per month from Dec 31 2015. And $1.3m split into three installments, but cash or shares.


"2
1.3
On or around September 2015, the Company was approached by Bass and commenced negotiations on a possible settlement of the Proposed Sale,
the Proposed Subscription and the Proceedings.
1.4
The Board wishes to announce that the Company has today entered into a deed of settlement(the “Deed of Settlement”) with Bass for the full and final settlement of (and includes) any and all claims made or that may be made by Bass in respect of the Proposed Sale, the Proposed Subscription
, the Proceedings and any underlying facts in connection with the Proceedings(the “Settlement”).

2.
PRINCIPAL TERMS OF THE DEED OF SETTLEMENT
2.1
Agreed Settlement Sum and Payment Terms
In full and final settlement of all claims the Company and Bass has or may have against each other arising from the Proposed Sale, the Proposed Subscription, and the Proceedings, the Company and Bass have entered in to the Deed of Settlement pursuant to which they have agreed, inter alia:
(i)the Company will make payment of the sum of A$2,500,000 (the “Settlement Sum”) to Bass in the following manner:
(a) A$300,000(the “First Instalment”) to be paid in cash on or before the entry into the Deed of Settlement.
Following a verbal agreement between the Company and Bass on the terms of the Settlement and to formalise the arrangement that the Deed of Settlement be entered into on the basis of such agreed terms, the Company had, as a gesture of goodwill, satisfied the First Instalment by two (2) equal payments of A$150,000 each to Bass on 15 October 2015 and 29 October 2015;
(b) A$850,000 (the “Second Instalment”) to be paid in cash in monthly instalments of not less than A$150,000 each on or before the end of each month commencing 31 December 2015 and ending on and including 30 June 2016, or in any event until the Second Instalment has been paid up in full; and
(c) A$1,350,000 (the “Third Instalment”) to be paid in three (3) equal instalments on 29 February 2016, 31 March 2016 and 30 April 2016, in the manner to be decided in the full and absolute discretion of the Company, either:
(1)by cash; and/or
(2)by the allotment and issuance of fully paid shares in the capital of the Company(“Shares”)to be listed and quoted on the Catalist
Board(“Catalist”) of the Singapore Exchange Securities Trading Limited (the “
SGX-ST”), subject to the approval of Shareholders and the SGX-ST(where
required).............."

----------------------------

Not good enough for a pump on 29 February or 31 March, perhaps 30 April would be better.
They would at least have the money to pay Pattersons for their efforts.

Anyone know if Liongold have been coughing up on time?

[thegrumpster] 28/4/2016 08:49

Wasn't BSM expecting another chunk of money from Liongold by the end of April? (From memory...will check in a bit....$1m ??)

That would be a very good point to get a Patterson Pump going.

[comet5d] 27/4/2016 12:33

Germany to begin rebating €4k per car, on the next 350k EVs sold. #lithium #graphite

[thegrumpster] 27/4/2016 09:46

There should be plenty of other companies that prevent tracking....other than donottrack plus.
The link was just to show where the text came from. Didn't recall seeing "twimg.com" before.

[thegrumpster] 27/4/2016 09:34

Just posted on LSE: (It's a re-post from Twitter, probably not from Arminius)
-----------------------------------------------------
#STGR edging closer to the 50MA and 200MA is at 3.36p.
Expecting this to be much higher in coming trading sessions

://pbs.twimg.com/media/ChCBUDKWgAEl9ZM.jpg:large' target='window'>https://pbs.twimg.com/media/ChCBUDKWgAEl9ZM.jpg:large
-----------------------------------------------------




"twimg.com is a domain used by Twitter which is an widget company that is part of a network of sites, cookies, and other technologies used to track you, what you do and what you click on, as you go from site to site, surfing the Web. Over time, sites like twimg.com can help make an online profile of you usually including the sites you visit, your searches, purchases, and other behavior. Your profile can then be exchanged and sold between various companies like twimg.com as well as being sold to other advertisers and marketers."

[illuminati1] 27/4/2016 08:14

Clean Disruption - Why Energy & Transportation will be Obsolete by 2030 ...


If you haven't already watched this video making the rounds on the Lithium threads, have a look at the trends converging in the coming decade.
I first saw Tony Seba making this presentation in 2014. I shared this video he gave in Norway, as it's important to have a bigger picture (world view) to understand the drivers of the funding flows.

Tony Seba is an esteemed Stanford University professor who Studied computer science at MIT before completing an MBA at Stanford. He worked at Cisco Systems in the late 80's to early 90's and saw the beginnings of the Internet. I'm of the view that his thesis outlined in this video is pretty much how things will play out in the coming decade. EV adoption will follow an S curve once they are cheaper to manufacture than ICE cars. With autos wanting to make more profits with EV's in the 2020's, combustion engines will struggle to compete with a superior product.
On Monday the Saudi Deputy Crown Prince (King's son), announced their plan for the 'post-oil' era. The money we all donate weekly to the Saudi Royals and other potentates in the Gulf is ending with our hard earned staying in our own economies. This is good for the US, EU, China, India and others who work to create value.

The transition is capital intensive but once the photo voltaics and lithium ion batteries are paid off, the fuel is essentially free. By 2040, the prospect of free energy and mobility isn't out of the question. If somebody in 1990 told you that data would be near free in 2016, you would laugh.
The lithium boom is just beginning as the energy and automotive industries are the biggest in the world and reliant on dirty fossil fuels. The long game is the right one in this case.

Stratmin/Tirupati are comitted to enter high margin graphite product business and look at micronised graphite which is a precursor for lithium-ion battery and enter directly the graphite energy storage market.
Happy holding.

[markten33] 26/4/2016 18:41

I recommended Botswana Diamonds PLC to some of you over a month ago. It is now up over 130% since that time

[callmebwana] 26/4/2016 18:40

Thegrumster.
Thank you for making it clear, who the sellers are.I will start using the "movers" tab.I have just above a couple of K's invested here.My average is around 5P.
I see Barclays are not playing ball.I use Jarvis as my brokers.No problem with them in all the years I have delt with them.I don't post much on this thread.
Have a good evening.
ATB to all holders.

[comet5d] 26/4/2016 14:05

"European Investment Management Limited (‘EIM’) is an independent investment manager, dealing for and on behalf of private clients, trusts and charities.
It was created in January 2010 and is the investment arm of European Wealth.
EIM provides investment management on both a discretionary and advisory basis for private clients, both directly and via professional introductions."

[comet5d] 26/4/2016 14:01

Have battery makers become more important for electric cars than carmakers?

VW targetting 1.5m EV's by 2025. Planning own Li-ion plant AND battery cells in Europe. Very significant development

[thegrumpster] 26/4/2016 13:21

Well you can see who has been bringing it down over the last few months here, under the "movers" tab.

Winterflood and European Investment Management being the main culprits. They still have shares to sell, if they need to. They'll be working to their own agenda rather than any negative sentiment on BBs.

Nominee accounts like TD Waterhouse, Jarvis and Hargreaves have shown increased holdings, showing that small investors in STGR buy regardless of sentiment, even if it seems otherwise.

Barclays will still only allow trades over the phone. They're doing their bit to put the boot in to any trading by their customers.....for reasons best known to themselves.

Be interesting to see at what point they allow direct trading again.

There will be at least one customer that will be moving their account this summer, just in case Barclays make a habit of hampering trading in any share, this way, without any notice or reason.

[callmebwana] 26/4/2016 10:27

Illuminati1, down we go??
Charts don't seem to do well on AIM shares for me.The price seems to be managed here.Who knows by whome? Someone wants these shares and I am not sellin mine.
ATB to all.

[illuminati1] 26/4/2016 09:18

Recognia: Bullish MACD charts

[thegrumpster] 25/4/2016 14:27

Maybe Barclays will stop blocking buying and selling through customers accounts, so it can only be dealt over the phone. Still can't (or won't) give any good reason.

It could be a new part of their services to sophisticated investors and companies. We can lend you our customers shares for shorting so you can wreck their investment, and we can block them from easily buying and selling by forcing them to trade over the phone......not to mention putting on a massive spread to kill trading.....if you cross our palms with silver.

They were always slow in allowing trading before 08.30 on many shares when there was any RNS, but to block trading direct for months is a new approach. Don't know of any other AIM share in the same boat.

Probably time to kick them in to touch. Bit like BSM should have been.

The sums of money BSM has eventually managed to raise, hardly suggests big time sophisticated investors, yet the ultimate users can/will be....Asbury for example.

£500k and now £880k for which they want complete control of the company suggest more that somebody's Uncle Albert has sold his house and holiday home or somebody's Auntie Doris has sold her hairdressing business. Asbury's could easily have come up with that if it meant control of a supplier that according to Alenby Capital's STGR paid for report, is just about breaking even. "Ah well Asbury is not interested in getting involved in supply".....Really? For that kind of loose change, and in a country that has always had a reputation for quality graphite production and with electric vehicles, and home storage just about to take off?

Bet any sensible offers are made public only after Uncle Albert and Auntie Doris have consolidated control, and want it kicked up stairs.

[pictureframe] 25/4/2016 13:56

great , maybe this pump and dump group will allow me to get out at 2.5p

[illuminati1] 25/4/2016 13:54

Twitter#STGR what a cracking entry price down here. Bags of recovery potential and looks set on its journey upwardshttps://pbs.twimg.com/media/Cg4mSy1WMAA0GmR.jpg:large@TopTradersADVFN #STGR Read this Rns and see why its an easy bagger. 3p+ is the Tops target here.@cisco_kid786Nice one Tops - i've been accumulating a few #STGR as it's dirt cheap and multibagger potential here@sharetrader7@cisco_kid786 @TopTradersADVFN agree with you both on #STGR. A steal at current share price Toro#STGR real ask and bid moving upwards. Expect this to jump again with all those buys!....

[thegrumpster] 25/4/2016 08:47

"European Investment Management is acting for private investors (reliable source),
hence no holding RNS"
"...2230 clicks in 2 weeks..."

Point taken.