GREY:ABGPF - Post by User
Comment by
ElPresidenton May 20, 2015 12:46pm
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Post# 23745334
RE:RE:RE:RE:RE:RE:RE:RE:RE:Fabrice's 5 Rules: May 17 G&M
RE:RE:RE:RE:RE:RE:RE:RE:RE:Fabrice's 5 Rules: May 17 G&MYes it is conjecture that ALP will supply to Tesla, but let me ask you this: which company is best in location to provide the graphite?
When i look around, total market cap for all these graphite producers seems to be around approx. say $150M in total. Seems small compared to how much graphite is needed.
Using a rough $1,500 per tonne (i think its more now that China doesn't produce but being conservative) X estimate of 100,000 tonnes of flake graphite needed that is about $150M. so break even for ALL companies.
fi its large flakes, then say $3,000 per tonne, that's double. factoring in this graphene they found, that's a freebie.
here's an article about batteries:
https://www.theaureport.com/pub/na/tesla-gigafactory-could-be-boon-for-graphite-lithium-cobalt-simon-moores