Stratmin Global Share Discussion Threads

[comet5d] 02/11/2016 02:28

- High purity Graphite prices projected to increase substantially (5%+ annually) up to 2020.-There is more graphite in a lithium-ion battery than there is lithium. Perfect timing for Bass Metals expansion plans and Stratmins Vatamoina projecthTTp://www.visualcapitalist.com/critical-ingredients-fuel-battery-boom/The Critical Ingredients Needed to Fuel the Battery BoomTHE BATTERY SERIESPART 4: CRITICAL INGREDIENTS NEEDED TO FUEL THE BATTERY BOOMThe Battery Series is a five-part infographic series that explores what investors need to know about modern battery technology, including raw material supply, demand, and future applications.

[comet5d] 02/11/2016 02:27

5.6p to be precise

[the stigologist] 02/11/2016 00:47

i worked it out as 0.6p cash tangible per share to STGR

share price converging towards 0.6p

[comet5d] 01/11/2016 23:41

Australian Dollar Jumps Against Pound Sterling on RBA Decision, Chinese PMI DataThe Australian dollar's surge may signal good times ahead for the global economy Bass deal currently worth 15.2 million Australian dollar to Stratmin

[comet5d] 30/10/2016 16:35

Every tonne of lithium requires 15 tonnes of graphite for lithium-ion battery manufacturing.

[comet5d] 27/10/2016 17:24

Tesla shares jump after electric-car maker posts best quarterly sales, second profit as public company

[comet5d] 27/10/2016 17:23

The Critical Ingredients Needed To Fuel Tesla Motors Inc (TSLA) Battery BoomBy VW Staff on October 26, 2016 in Info-Graphs, TechnologyTesla Motors Inc (NASDAQ:TSLA) The Battery Series is a five-part infographic series that explores what investors need to know about modern battery technology, including raw material supply, demand, and future applications.hTTp://www.valuewalk.com/2016/10/tesla-motors-inc-tsla-battery-boom/

[comet5d] 27/10/2016 17:13

Aerospace industry sparks higher demand for graphiteBy YANG ZIMAN China Daily 2016-10-26 The fast-developing local aerospace industry has given rise to growing demand for independently developed high-performance graphite?a major carbon material used in aerospace projects?according to a top executive at Harbin Electric Carbon Factory."China's space and military industry has higher demand for graphite products, especially for engines under extreme conditions," said Cui Mengyan, deputy director of the factory.Harbin Electric Carbon Factory, a State-owned enterprise in Heilongjiang province that began operations in 1958, has been doing research into aerospace graphite and supplying the material for nearly all of China's milestone aerospace projects.These include the Long March carrier rockets, the Chang'e-1 and 2 lunar probes, the Shenzhou spacecraft and the Tiangong 1 and 2 space labs.The company said its annual capacity of carbon product production stands at 1,000 metric tons. Its main products include high-performance graphite, electrical machine dynamo brushes and high-purity graphite."We used to rely completely on imports for aerospace graphite," said Liang Shilin, deputy chief engineer of Harbin Electric Carbon Factory.The company is seeking to combine graphene with graphite, which it said could prove to be a major breakthrough technology for the industry."Graphene could replace silicon to be the future major substance in electronic parts. Incorporating graphene into graphite will raise the performance of the product by leaps and bounds," said Cui.Graphene is the hardest and lightest material with strong electrical conductivity and heat transfer, far exceeding silicon and other semiconductor raw materials.Harbin Electric Carbon Factory has formed a strategic partnership with Hunan University, one of the few universities in China with a leading position in the area.

[the stigologist] 25/10/2016 19:43

The worst scum are the ones who pretend they aren't pump and dump merchants. At least some like Topinfo are open about it.

[the stigologist] 25/10/2016 12:07

Yes because I saw you off DimBob

[jimbobtechstock] 25/10/2016 10:58

Bravo. Slow hand clap. You learned to copy and paste my post from LSE. I almost forgot about ADVFN, now you made me remember why I don't bother here.

[thegrumpster] 19/10/2016 09:10

From Lse:

"Yes, a few days before the spike up to 2.25p+ There was a huge shake, which I bough significantly into. Sub 1.5p buying was easier and I had more available cash so I ended up with a very good haul, some of which I sold at 2.25p.

So I still hold my full holding but my average is getting down towards 2p now. Because I'm managing to rinse the rinsers I assume they will change up at some point, and I won't be moaning."

"One day they will dry up and traders (including my little sideline in buying sup 1.5p and selling over 1.75p in order to reduce my average) will find themselves locked out. So already we will see the next time it goes up over 1.75p there won't be that many with bargain shares to sell for 15-20%."


Who in their right mind would suggest that investors risk trading for 15-20% with a share that normally has a 30-40% spread...and sometimes more?

The only ones making money will be the brokers.

Wonder who he posts for?

If he wanted to lower his average it would make more sense to trade another more liquid share, with a smaller spread and then put the "profits" into STGR.

But then the brokers would not make so much.

[knowsleyman1] 18/10/2016 12:02

It would appear that the market does not follow the postings of certain rampers on this site!!

[knowsleyman1] 17/10/2016 15:45

I wish someone would pay me only £10,000 p.a. to reduce the share price by 2/3 in the time that I had been there!!

[illuminati1] 17/10/2016 13:44

Excellent news over at Bass and at Stratmin.Current Directors salaries, as announced previously, is only £10,000 p.a. cash. Rest will be in shares. They were happy to take all their past salary in shares at 2.5p level. Why would they agree to this?Payday linked to rising share price Multi Bagger in the making.

[colin12345678] 17/10/2016 13:23

Great news

[comet5d] 12/10/2016 07:17

Electric cars reportedly may account for 2/3 of all cars in wealthy cities by 2030



BMW CEO sees a sales surge coming in electrified cars

Germany’s Bundesrat votes to ban the internal combustion engine by 2030


Electric car revolution brightens outlook for a medley of metals #graphite #stocks

[andrbea] 10/10/2016 12:39

graphite, more of a shortage than in lithium?

[illuminati1] 06/10/2016 22:02

GraphiteFor Graphite, the USGS lists reserves at 230 million tons and production in 2015 of 1.19 million tons. Although production is about 36 times more than lithium, there is also a lot of synthetic graphite produced. The USGS estimated in 2013, the U.S. consumption of natural and synthetic graphite was 52,200 tons and 159,000 tons respectively.Simply based on USGS numbers there are 430 years of lithium reserves based on current consumption and 193 years supply of graphite. There appears to be way more lithium available, but keep in mind that bringing the reserves into production is a whole different matter.Graphite promoters will claim there is twice as much graphite in a battery than lithium. If you go by weight which is the best measurement, it might be more like 1.6 timesA large EV battery requires about 25kg (55 lb) of graphite for the Li-ion anode, which is around twice the 15 to 28 pounds of lithium I calculated. At 28 pounds lithium, it is close at 1.9 times more graphite.Benchmark Mineral Intelligence estimates 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.That equates to 1.5 times so I would say that 1.5 to 2 times is an accurate number.So that in itself is more bullish for graphite, but there are two larger factors at play.Spherical graphite has to be 99.9% pure carbon and go through a refining process to make and as a result, on average over half the flake graphite mined is lost in the concentration process. So to make ton of spherical graphite you need 2 tons or more of natural graphite produced. So in essence there is about 3 to 4 times as much graphite required for a battery than lithium.With lithium, it currently comes out of the mining process at between 90% to 95% pure, so not much waste to get the purity over 99% but it is an energy intensive and expensive process.There are currently two sources of carbon for the graphite anode. A synthetic process and spherical graphite derived from flake graphite.Spherical at $3,000 to $4,000 per ton has a cost advantage over synthetic at $10,000 per ton and spherical is far less energy intensify and more environmentally friendly to produce.The Benchmark article of April 1 also highlights that 100% of natural spherical graphite is produced in China, and last year alone production expanded by nearly 50%. Increasing demand has seen prices of uncoated spherical graphite increase by 10% in the last two months.Therefore, on top of battery demand increasing, we are also seeing demand increasing for natural graphite by a further factor because spherical is getting the nod over synthetic and it is believed this is Tesla's preference as well.Just these two factors means that demand or amount of graphite could outpace lithium demand by a factor of 4 to 6 times as it equates to the battery market.Most investors fail to understand or to have done the research to uncover these facts."The main determinants on the cost of the cell are the price of the nickel in the form that we need it... and the cost of the synthetic graphite with silicon oxide coating," explained Musk of Tesla.When you consider that there is more graphite in a lithium ion battery than lithium, the cost of graphite to a battery is more significant than lithium. Currently, the market is just focused on part of the equation and is ignoring graphite - but currently, to our benefit, I might add.Currently, Tesla sources their cells or batteries from Panasonic that uses synthetic and spherical graphite. However there are two important factors here, the trend towards spherical graphite and the fact that graphite contributes more of the cost of a battery than lithium.Graphite has not experienced the price spikes that lithium is going through. As a result, graphite's supply situation has fallen under the radar.There are a couple of other factors that could be very bullish for graphite. Lithium supply is diversified around the world with Australia and Chile as the top producers making up about 10% of supply each. Over 70% of graphite production is from China so any policy change there could dramatically move prices up.And a 4th and very important factor for investors is that the price of lithium stocks have jumped much higher and graphite stocks have been soft or lackluster. The old mantra that always proves true is buy low and sell high.Right now, the majority of investors are doing the opposite, buying the lithium stocks high and not buying the graphite stocks low.There is nothing wrong with owning lithium stocks and with batteries an important aspect of our future you stand to profit.However, from what I have uncovered for you here, I believe you should have 4 to 6 times more $$ in graphite stocks over lithium.

[illuminati1] 06/10/2016 21:55

Tiny market capMarket caps 6th Oct, Bloomberg Bass......$18m ~£11m!! STGR................£3m!Non-producing Graphite companies in Australia ASX on a Bull runHexagon Resources..A$54m - £32mTalga Resources.......A$50m - £30mKibaran Resources....A$55m - £33mVolt Resources........A$76m - £46mMagnis Resources...A$380m! - £228mSyrah Minerals.........A$1 BILLION - £600m Madagascar peer, TSXEnergizer Resources......C$35m - £21mMason Graphite ..........C$148m - £89mBass/Graphmada will be valued way above $100million imo which bodes well for tranche 2-3. Furthermore we now know that Stratmin will continue as follow on business via the Tirupati option. The Vatamaina 12.000 t/pa graphite project is now fully funded using the millions of pound worth of Bass shares which will be operated by our JV Partner Tirupati India. They are graphite experts with 30y experience and have a proven ability to sell every ton they produce.3x - 10x Bagger just to catch up to our peersGLA

[thegrumpster] 06/10/2016 19:48

Company again feeding the plebs "information" through the rampers on Lse?

Using them to test the water, possibly?

"Wondered whether the BOD might be wise to change the company name, finally shake the old idiots hell bent on screwing this into the floor and give a nice positive message to those who stayed?"

"Tirupati" for a suitable name perhaps?

Having got rid of the asset for a song, may as well get rid of the listing for a similar "good deal".

The "idiots screwing this into the floor" with the shares to continually sell, to effectively and easily control any short were European Investment Management.....not small investors. About 10% of whom were pretty much blocked from buying and selling their shares, other than over the phone by dear old Barclays.

It would have been advantageous for insiders and large holders to screw this down, as the resulting rock bottom share price allowed them to paint the BSM thing as a "really good deal", and offset losses from dumping shares in any short.

Can't see this will be allowed to go anywhere until the spread is more reasonable and Barclays allow normal trading. Wonder if they charged, or are still charging a fee for their "service"?

[knowsleyman1] 06/10/2016 11:00

illuminati - 2.5p in salary is excessive. They are not worth that much!!