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Black Swan Graphene Inc V.SWAN

Alternate Symbol(s):  BSWGF

Black Swan Graphene Inc. is a Canada-based company. The Company is focused on the large-scale production and commercialization of patented graphene products aimed at several industrial sectors, including concrete, polymers, Li-ion batteries, and others. It offers flake graphite, bulk graphene, and single-layer graphene. The Company is focused on a range of markets, such as concrete, plastics (polymers), and tires and other rubber applications. Its graphene solutions are used in a range of applications such as concrete, lithium batteries, electric vehicles, three-dimensional (3D) printing, packaging, paint, lubricants, textiles, high voltage cables, water filtration and desalination, polymers, and asphalts. The Company’s graphene processing technology is developed by Thomas Swan & Co. Ltd (Thomas Swan), which is a chemical manufacturer.


TSXV:SWAN - Post by User

Comment by 1studenton Feb 28, 2024 5:58pm
26 Views
Post# 35905074

RE:RE:RE:RE:RE:I hope investors are not confusing SWAN goals.

RE:RE:RE:RE:RE:I hope investors are not confusing SWAN goals.

StockscoutX,

You stated "
our logic doesn't hold water. You keep saying a merger between SWAN and Mason Ressources but only 40% is held by Mason. Where is Mason going to get the cash to buy out the other 60% to merge?

First, a LLG.V issued and outstanding equities consolidation could be enacted, then with all the headroom for new shares issuance and Mason Resorces remaining cash on hand, the massive and materially dilutive LLG.V shares issuances to BSG as part in parcel of the merger transaction.
It's esentially a resulting RTO of Mason Resources by the proposed as acquired company, Black Swan Graphene.
This would provide Mason Resources with an actual strategic business development investment plan, something Mason resources absolutely does not have at present, and would necessarily allow for Mason Resources stakeholders to own an apportioned SWAN.V equity holding in what would in due course become part of a much larger and relatively much more superiorly operated corporate entity.

You suggested "
What if the other major portion of 60% owned by an entity has plans to buy out Mason's 40% and develop SWAN?"

There was never anything stoping your proposed entity's plans to buy out 
Mason's 40% of BSG and then seek to develop SWAN entirely independently of any involvement from Mr. Fahad Al Tamimi et al; or was there?

Here's the deal StockscoutX.
In my original assement, the original plan had always called for Thomas Swan & Co., inclusive of it's IP/trade secrets of course, to take that walk across the street and into the publicly traded realm; it's why BSG was incorporated and why that particular previously TSX-V  listed equities issuer was entirely absorbed or reverse taken over by BSG as part of the previous transaction.
Mason Graphite was the vehicle offered by Mr. Fahad Al Tamimi and chosen by Thomas Swan &Co principals to be leveraged in making not only that particular intention happen.
As long as Mason Graphite owned 100% of the Lac Gueret graphite deposit, Thomas Swan & Co principals expected that Nouveau Monde Graphite could be enticed to invest in and in part bankroll a jointly ventured into partnership with Black Swan Graphene for the commercialization of BSG's 9,878 tpa graphene manufacturing and the commercialization of BSG's manufactured graphene enhanced products.
Thomas Swan & Co principals always intended to be leveraging their way into a material business relationship with Nouveau Monde Graphite.
To help you better understand, you should have already noted that Pallinghurst Group is a U.K. domiciled corporate entity, as is Thomas Swan & Co.

Now that Nouveau Monde Graphite owns 100% oe Lac Gueret and Mason Resources stakeholders took their sack of silver, so to speak, as payment; where exactly does that leave both Thomas Swan &Co principals and the BSG vehicle which was to take Thomas Swan & Co principals into their in part or in whole exit strategy.
Mason Resources controls a roughly 40% equity investment portion of Black Swan graphene; and given that the door at Nouveau Monde Graphite "seems" to have been shut (I am not entirely convinced that it has been though) to both Thomas Swan & Co and BSG, I would expect Mason Resources stakeholders to now either pee or get off the pot, so to speak.

At this juncture, it would seem as though Nouveau Monde Graphite representatives and stakeholders simply concluded that the manufacturing of graphene, graphene additive enhanced concrete or graphene enhanced material products would not be what NMG want's to be 100% focusing on; this due to the fact being that such a concrete application for graphite derived graphene is simply too far away from becoming a reality within Canada and also due to the fact being that even a penny spent by NMG in pursuing said business endeavors before spending that penny on pursuing and achieving the company's Phase 2 relating goals, would be an unjustifiable action.
If the U.K. needs mined graphite material for it's purposes, the U.K. based companies can simply seek to bring all that capital to the table in directly supporting the Nouveau Monde Graphite enterprise being necessarily expedited into full scale Phase 2 production.

Look, I am not in any way suggesting that the world leading polymer matrix materials manufacturing chemicals company, a company which is presently collaborating with Thomas Swan & Co, Black Swan Graphene and Hubron International Ltd.,  could not simply come in with what could be considered to be a rounding error amount of capital ($42.8 Million) and elect to bankroll Black Swan Graphene's 9.878 tpa capacity graphene manufacturing facility.
That may actually be an option for Black Swan Graphene.
Once again though, I would expect that such a 
polymer matrix materials manufacturing chemicals company would want to first be taking equity control of the Black Swan Graphene enterprise investment vehicle; and we know which company stands in the way of that, Mason Resources Inc.

I hope the preceding understanding and opinions somehow help you StockscoutX.

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