August 01, 2013 03:32 pm
I wanted to level set a bit (mostly for my benefit). This company is truly unbelievable when you go through some of the detail....
These guys have not 1, but 2 strategic minerals coming from a single source. Their are already undervalued on paper by 10x but I truly think that is only the beginning. That doesn't factor in any of the Vanadium deposits (almost 1 billion pounds!) and only includes a portion of their graphite (with a lower grade from what they now are seeing).
The future looks unbelievably promising for Energizer and for those trying to break even or get out with a small profit, consider the facts I've listed below and perhaps take some time to read below, do your own research, and change your mindset from a short term to long term investment (if this is possible for you). I can honestly see this being not just a $1 stock but perhaps $10 and who knows maybe even more (no bs)....and a lot sooner than you might think.
Graphite:
-Huge demand growth (+20% by 2020) and labeled as critical mineral by EU
-One of largest graphite deposits in world
-124M tonnes + a potential of another 200M (total 324M+)
-High purity of graphite (99.9%+) on first pass on per this week's NR
-Expects to release the results of Phase 1 to the market by end of August which "will have a significant positive impact to the Company's already robust PEA study"
-First mover advantage - one of first to market in production of large scale graphite (mine construction Q2 2014, production Q2 2015) with partners already in place
-Net present value of $421M which puts stock price @ $2.21
Vanadium
-Growing in demand 5-7% each year)
-3rd largest varadium deposit in world (59.2M tonnes or 891M lbs) on 25% of land explored
-Expected to supply 14% of the world's demand to meet needs of growing steel and battery market
2 interesting articles from the archives:
https://resourceclips.com/2012/02/29/two-strategic-minerals/
https://resourceclips.com/2012/03/27/energizer-reports-madagascar-graphite-metallurgical-results-635k-private-placement-by-dra/
My thoughts alone, please use your own discretion and research.
GLTA