Graphite Plays

[drillinto]

>>> Graphene Investing

Graphene is a one-atom-thick sheet of carbon atoms in a honeycomb (hexagons or chicken-wire) crystal lattice. Researchers started to study Graphene in 2004, and since then they have found dozens of potential applications and exciting properties of this truly 'wonder material'. Graphene is set to revolutionize a lot of industries, including sensors, batteries, conductors, displays, electronics, energy generation, medicine and more.








http://www.graphene-info.com/graphene-investing

 

[drillinto]

Materials That Will Change the World: Graphene
by Peter Diamandis

Have you heard of graphene?

This is about why graphene may be the next multibillion-dollar material, holding the key to computing,
healthcare and energy storage.






http://www.forbes.com/sites/peterdiamandis/2014/10/20/the-next-billion-dollar-super-material/

 

[skc]

Materials That Will Change the World: Graphene
by Peter Diamandis

Have you heard of graphene?

This is about why graphene may be the next multibillion-dollar material, holding the key to computing,
healthcare and energy storage.

http://www.forbes.com/sites/peterdiamandis/2014/10/20/the-next-billion-dollar-super-material/

Thanks for the link. There's some inconsistancy between your bold and a part of the article.

Estimates suggest that the graphene market will be $149.1 million by 2020, registering a CAGR of 44.0% from 2014 to 2020.

Note this means the graphene market is currently at ~$16-17m a year.

Another thing that is quite interesting... there's mention of a CVD graphene costing $100k per sq meter to produce. Take iphone 6+ which has an area of ~160mm x 78mm (or 0.01248m2). To use the $100k/m2 graphene as the screen would cost $1250 per phone... roughly the price of the whole phone. So for graphene screen to be viable, either iphones will sell for $3k+, or graphene will need to come down in price by a factor of 20 or so.

I wonder how the forecast market size was estimated in terms of volume and price.

P.S. SYR has almost halved since the Glencore takeover rumour surfaced. TON annnounced that they've found even more graphite than SYR... It may have dragged down SYR but it hasn't done much to TON's share price either.

 

[drillinto]

Thanks for the link. There's some inconsistancy between your bold and a part of the article.



Note this means the graphene market is currently at ~$16-17m a year.

Another thing that is quite interesting... there's mention of a CVD graphene costing $100k per sq meter to produce. Take iphone 6+ which has an area of ~160mm x 78mm (or 0.01248m2). To use the $100k/m2 graphene as the screen would cost $1250 per phone... roughly the price of the whole phone. So for graphene screen to be viable, either iphones will sell for $3k+, or graphene will need to come down in price by a factor of 20 or so.

I wonder how the forecast market size was estimated in terms of volume and price.

P.S. SYR has almost halved since the Glencore takeover rumour surfaced. TON annnounced that they've found even more graphite than SYR... It may have dragged down SYR but it hasn't done much to TON's share price either.

skc,
Thank you for your pertinent remarks. I have posted them to the author of the article, P. Diamandis. As of today no answer has arrived.

 

[pixel]

It might be too soon to speak, but if today was anything to go by, the graphite boom seems to have taken a sharp turn.

UNX down 11.36% to 19.5c (from a recent high of 32c).

LMB down 0.64% to 77.5c (after stabilising a bit around 85c)

Methinks you were right on the money, Tyler.
Ever since SYR took off on the basis of Billions of tonnes, I maintained an interest in players of this "next thing". SYR and TON in particular made me some good money; but now I can't escape that sinking feeling when I look at the weekly charts of some of those players. Echoes of the Rare Earth bubble reverberate across the sectors...

SYR



TON



TLG



VXL

 

[Tyler Durden]

Methinks you were right on the money, Tyler.
Ever since SYR took off on the basis of Billions of tonnes, I maintained an interest in players of this "next thing". SYR and TON in particular made me some good money; but now I can't escape that sinking feeling when I look at the weekly charts of some of those players. Echoes of the Rare Earth bubble reverberate across the sectors...

lol I think the others in this thread who called a bubble deserve the credit!

LMB is now hanging around 14c, lucky I sold out whilst still up. Don't think I'll go near graphite any time soon.

 

[rb250660]

It was just another fad that sucked 'em in.

 

[shouldaindex]

Panasonic who build Tesla's batteries don't even use mined graphite.

 

[rederob]

I pencilled in SYR for April's tipping comp.
I reckon it will more likely bottom near 50cents before heading true north again, but given it's volatility it could get a spurt up any time now.

 

[explod]

My post for REE yesterday.
I've made an error but do find it hard to locate past posts by company name or ASX code

 

[Joe Blow]

I've made an error but do find it hard to locate past posts by company name or ASX code

I'll move your post to the REE thread and add you to the competition.

To find a thread on a specific company, search for the ASX code and check the box that says, "Search titles only".

 

[basilio]

Investors can follow how Graphene technologies are being beeing researched and commercialised in the Graphene Flagship. It's well worth checking out the background of this organisation becasue it demonstrates how significant graphene technology is becoming.

Top Ten Graphene Flagship News Stories of 2020 | Graphene Flagship

Although 2020 has been a tumultuous year for many, the Graphene Flagship has remained as committed as ever to their goal of fostering research, innovation and collaboration in Europe. Even through hard times, Graphene Flagship scientists still achieve excellent results, with great progress on...

graphene-flagship.eu

 

[basilio]

Came across this story on the development of a ultra fast charging aluminum/graphene battery.
The technology is being developed through the university of Queensland. The company is Canadian but based in Queensland.

Fast-charging aluminum-ion batteries being developed in Australia​

MINING.COM Staff Writer | June 13, 2021 | 5:08 pm Battery Metals Education Australia Aluminum Lithium


(Image courtesy of University of Queensland).
An alliance between Graphene Manufacturing Group (TSX-V: GMG) and The University of Queensland is developing more sustainable graphene aluminum-ion batteries with a life up to three times greater than lithium-ion and with the ability to charge 70 times faster.

The real differentiator about these batteries is their very high power density of up to 7000 watts/kg, which endows them with a very high charge rate, and their life, which is over 2000 charge/discharge cycles

Fast-charging aluminum-ion batteries being developed in Australia

According to Graphene Manufacturing Group and The University of Queensland, graphene aluminum-ion batteries can charge 70 times faster than Li-ion batteries.

www.mining.com

 

[Mundo]

Impressive info Basilio.
Is GMG listed on the ASX? If so, what's the code?
Thanks

 

[greggles]

Is GMG listed on the ASX? If so, what's the code?

Graphene Manufacturing Group appears to be listed only on the TSX Venture Exchange in Canada. However, there are a number of graphite related ASX-listed companies. Here is an article from last year on the topic that goes into detail about each company and how they are involved in the graphite industry.

 

[Mundo]

Hi greggles,
Thanks for that, I had a good read of the article and I'm definitely interested in graphite stocks.
The quote from the article re. the positive outlook for graphite '"so long as a new technology doesn't put a spanner in the works' was a slight concern though!
I have shares in LIT & NVX and both have performed poorly, particularly LIT.
SYA would be my pick of that bunch but $ has already jumped.
Good luck with your trading!

 

[Dona Ferentes]

Hi greggles,
Thanks for that, I had a good read of the article and I'm definitely interested in graphite stocks.
The quote from the article re. the positive outlook for graphite '"so long as a new technology doesn't put a spanner in the works' was a slight concern though!
I have shares in LIT & NVX and both have performed poorly.

Hi @Mundo and Al, The graphite story definitely has a long incubation. I read through the article posted by @greggles (again) and notice that a few of the hopefuls are no longer around. And even if a company identifies a resource, raises capital, proves it up and put forward plans for exploiting it, this can be a tough pathway. End users have very specific requirements; meeting these is not easy or fast.

I hold a few stocks in this space; I bought both TLG and FGR for the graphite story but each has moved , as knowledge has advanced, to graphene.

The FGR Chairman, last October, said these words about the process. I think the observations are apposite for most aspects of technological change:

Whether it is a small company or an industry leader, every company considering the benefits of graphene will need to undertake extensive test work. Even when they decide they want to use graphene each potential customer needs to decide how much to add and how to incorporate it into their particular product. It has to decide on the quality of graphene it needs to achieve the desired benefits, considering the costs and the impact of the pricing of its product. It also needs to consider product differential issues.

If the product is better and lasts longer, how does it introduce a line to the market without cannibalising its existing sales book? The objective is to increase sales revenue, not reduce it. Irrespective of how much better a product may be with graphene, there is no incentive to introduce it unless the profit motive is satiated.

 

[Mundo]

Hi @Mundo and Al, The graphite story definitely has a long incubation. I read through the article posted by @greggles (again) and notice that a few of the hopefuls are no longer around. And even if a company identifies a resource, raises capital, proves it up and put forward plans for exploiting it, this can be a tough pathway. End users have very specific requirements; meeting these is not easy or fast.

I hold a few stocks in this space; I bought both TLG and FGR for the graphite story but each has moved , as knowledge has advanced, to graphene.

The FGR Chairman, last October, said these words about the process. I think the observations are apposite for most aspects of technological change:

Thanks Dona,
Speaking of battery metal stocks, I've invested in a few companies based in Oz (generally with prices falling unfortunately), now I'm looking to invest in a company based in Europe.
I've narrowed it down to Variscan and European Metals.
Any thoughts (anybody) on those 2, or any others based in Europe?
I'm an inexperienced trader and I really appreciate the input of the more knowledgeable folk out there.

 

[Sean K]

My two crappy graphite plays hardly moved compared to Shiraz today.




On Friday, China’s commerce minister said Beijing would require export permits for some graphite products to protect national security, escalating the tit-for-tat trade war that spans semiconductors to raw materials.

The export controls on graphite come as the trade war between China and US-allied countries intensifies over technology and commodities.
It comes as Beijing weaponised its dominance earlier this year over gallium and germanium by imposing restrictions on exporting the two processed metals crucial to the semiconductor, EV and weapons industries.

The US and its allies are seeking to break China’s grip on strategic materials.

 

[Dona Ferentes]

Mine two crappy graphite plays hardly moved compared to Shiraz today.

from @barney daily doozies