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Syrah Resources Limited is an Australia-based industrial minerals and technology company with its flagship Balama Graphite Operation in Mozambique and a downstream Active Anode Material Facility in the United States. The principal activities of the Company include sales of natural graphite and ongoing development of logistics, sales, and marketing arrangements with targeted customers. Its... see more

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Syrah Resources Ltd > Bang for Buck and graphite miner peer valuations

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Post by GraphiteHawk on May 27, 2023 2:41am

Bang for Buck and graphite miner peer valuations

Two nice reports on the graphite miners outside of China. (Wordpress document is 6 weeks old now but still an interesting peer analysis)

https://twitter.com/_H00PZ_/status/1655845666348994560?t=-DSUMG9fSyqZDiyS7nvItw&s=19

https://www.aimchaos.files.wordpress.com/2023/04/tirupati-graphite-valuation-analysis-05.04.2023-5.pdf

Tirupati's NPV could be over $5billion and their market cap is just over $40m

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Comment by GraphiteHawk on May 28, 2023 12:03am

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Comment by GraphiteHawk on Jun 15, 2023 2:40am

Another bang for buck graphite miner chart released today, this time based on reserve size https://twitter.com/_H00PZ_/status/1669156053702041600?t=eh9kQJByiUIAFNTHZMIorw&s=19 Tirupati graphite still showing as the cheapest producer

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Comment by MaterialsMan on May 29, 2023 4:29pm

Graphite Hawk, You seem to know a lot about graphite mining. What do you think should be the MV of SYR? Secondly: What do you suppose is holding down the price of graphite? If it is so critical in making batteries, and since it does not appear to be in huge supply, one would think that the price would be higher. How is the price kept down? Unless of course there is more available than ...more

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