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Great Lakes Graphite Inc GLKIF

Great Lakes Graphite Inc is an industrial minerals company focused on bringing carbon properties and products. It focuses on the manufacture, marketing, and sales of graphite products. Its product is categorized in types: graphite and advanced carbon products. Some of its natural flake graphite products are Micronized, High purity micronized, Ultra-high purity micronized, Spherical purified, and Coated spherical purified. The advanced carbon products include ALD-Coated graphite, Graphene, and Carbon composite materials.


GREY:GLKIF - Post by User

Comment by WidowAndOrphanon Apr 08, 2019 11:20am
147 Views
Post# 29596726

RE:Opinion please

RE:Opinion please Thanks for the vote of confidence, but i must be clear, I am far from an insider.  I have zero restricted knowledge or inside access to future plans/projections etc.  I am deeply entrenched in an industry that will have great need for this commodity, but have no specific scoops on GLK's relationship with my industry (outside of recent public disclosures from Paul and team)

I believe the management team at GLK to be very knowledgeable and well diversified in the skills necessary to succeed. (They still have desperate need for sales and marketing, but that can come in time)
My decision to invest was based and continues to be based on my positive outlook to the questions below:


IF GLK has marketable expertise and unique skill in processing high quality Graphite/Graphene, that marketable expertise will be exceptionally valuable over the next 15 years.  

If GLK's processes/product provide incremental performance to battery storage capacity and or can positively impact the weight to power ratio of battery storage calcs, there will be an arms race to secure that expertise via contracts

If GLK can further establish itself as a North American supplier with capability, there are SO many different industries within the serviceable geography, that it may come down to value by availability.

Absolute risk to following my assumptions based on the current capital needs of GLK, but if the responses to my fundamental questions are positive, raising the required capital should be easy.  

Good fortune to all.

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