Great Lakes Graphite Inc GLKIF

RE:RE:RE:RE:RE:RE:RE:Tony Seba: Clean Disruption

[Floridas2000]

Well - other graphite companies suck.  The surge in EV is much greater than analysts thought it would be, especially in China.  Most will use lithium ion batteries.  U.S. need a secure source in this tariff environment.  Ashland is close to being complete with their crucibles so they WILL be commercially ready next year.  Mike said "While the size of the initial purchase order is modest, the customer has indicated an intention to begin ordering by the ton in the next few months and to begin placing orders early next year".  That is for graphene.  They're using their lab to deliver graphite with "unpredecented electrochemical performance."  They have min. NRs this year.  They have not stated one firm supply agreement yet.  Some investors have been patient with GLK for a few years now.

There's a lot to sift through even though nothing is concrete.  Patience has a limit for a lot of investors but the potential - thiis is one supply agreement away from going crazy and they have potentially multiple agreements and a means to supply commercially.  But they can also be going bankrupt.  Haha.  Lets see what happens shortly.