Tirupati Graphite Share Discussion Threads

[apotheki] 22/4/2024 11:15

SP Angel . Morning View . Takeover of Base Resources highlights need to secure critical minerals supply

Base Resources* (BSE LN) 11p, Mkt cap £174m – Acquisition by Energy Fuels Inc. for shares

Madagascar recently re-elected President Rajoelina securing a third term as president. We believe President Rajoelina will support the Toliara project development.

*The analyst has previously visited the Toliara project in Madagascar.



Whilst clearly not directly related to TGR indirectly this is potentially positive news for mining projects in Madagascar.

[flc] 22/4/2024 08:47

There are still a lot of uncertainties with this but with absolute transparency from the BOD and positive updates on finances, production and sales then it might just come good although I'll sit on the sidelines for the moment. Hang on in there pwal.

[pwal] 19/4/2024 08:11

So much for news this week. Disappointing.

[pwal] 17/4/2024 09:04

From the internet:"Deficit conditions will worsen in 2024 with demand for graphite from the battery sector forecast to rise by a further 29%, while delays to new natural graphite projects persist, propelling prices higher through 2024"

[pwal] 16/4/2024 13:24

So target share price for TGR to get 550 million dollars would be around, to my calculations, 6.38 dollars per share. Producing the 80k tonnes per year.

[pwal] 16/4/2024 11:06

So this company:Talga Group (ASX: TLG): "Anode developer leveraging EU demand"Talga is a $550 million market cap developer, progressing its Vittangi Graphite Project and Lulea anode refinery in Sweden. The Vittangi DFS outlined a vertically integrated operation with a production profile of 19,500 tonnes per annum of anode material for 24 years. 550 million dollar market cap and it has a profile of 19,500 tonnes per year. TGR is producing more than that currently ( I believe). What's up?

[hamidahamida] 15/4/2024 20:11

Horizonte minerals once worth close to 1 billion Down from 160p to 0.39 near bankruptcy They just couldn't get the money they needed, why would big investors lend when they can have it for nothing TGR is heading in the same direction Imho

[pwal] 15/4/2024 13:51

From green battery minerals:Graphite Supply/Demand-> As the world switches to #EVs the demand for #graphite will outpace any level of production the world can provide. This increase on demand & drastic supply shortage should increase graphite prices dramatically.

[pwal] 15/4/2024 11:52

Actually Wednesday is 4 weeks after director buy. So Thursday onwards.

[pwal] 15/4/2024 10:37

Maybe news Wednesday?

[pwal] 11/4/2024 10:38

I can't stand this waiting. Good news or Bad news? Currently no news!

[pwal] 09/4/2024 08:29

Maybe news a week tomorrow. That's 4 weeks after the director buy.

[pwal] 08/4/2024 09:45

The metallurgical sector, particularly in steel production, emerges as a substantial consumer of graphite. With the global demand for steel on the upswing, the requirement for graphite as a refractory material in the creation of crucibles and molds for steel manufacturing is concurrently witnessing growth.From the web.

[pwal] 05/4/2024 09:34

Ticking time bomb. Will FOMO kick in?

[pre] 03/4/2024 14:25

100k buyer appears, vat refund news imminent too:-)

[pwal] 03/4/2024 14:08

The share price is like a coiled spring!!

[pwal] 03/4/2024 11:49

It has been 2 weeks since the director buy so I guess at least 2 weeks until any report. Need news to get the share price moving.

[pwal] 02/4/2024 14:10

This was interesting:· The Company continues to receive significant inbound inquiries from markets globally, including from China.

[r600avo] 31/3/2024 10:39

Appreciate the response thanks

[outnabout2021] 29/3/2024 10:33

I think it died a while back. Looking back through the posts, some folks saw the writing on the wall but many were too optimistic. Whatever happens from here, cant help but feel it would be a long time before you ever saw the highs that followed the IPO.

[r600avo] 29/3/2024 08:43

Is this stock dead??

[xow98] 28/3/2024 10:13

They could have raised at 20p, but thought they knew better.

[hamidahamida] 27/3/2024 19:23

#C4XD proposed delisting. They state, "the recent downturn in the financial markets has adversely impacted our share price, and with it, our future ability to raise funds in the public markets"Just shows how hard it is to raise money for small loss making company's at the moment.

[petersinthemarket] 27/3/2024 11:15

Thanks LR2 - Hard to see anything smashing this share price much further than has already happened, so any initiative that breaths new life back into it is welcome. The business looks potentially promising, it's plainly only a cash flow issue.
pete

[lr2] 26/3/2024 17:19

Peter, I'm just guessing based on another company I have shares in that did the same thing. A big, big placing. They needed it to progress the business to another level. If they do the same thing here then it will be bad for the share price short term but so much better in the medium / long term. I will be monitoring the situation for the moment.