Alabama Graphite Corp. Com ABGPF

RE:World first-what a load of garbage

[shakerman640]

According to Far East Capital Limited:

https://personal.crocodoc.com/BOnYTLH

March 9, 2015

Talga Resources Ltd (“ASX:TLG”)

“Its Critical Link in the Graphene Supply Chain Will Lead to Extraordinary Profits”

Investment Perspective: You might initially think of Talga as a mining company, but to understand its significance you need to quickly move on to appreciate the critical role that it will play as the facilitator in the commercialisation of graphene. Reliable and large volume graphene supply has been a limiting factor in the development of graphene applications, but with access to a very low cost bulk source of graphene supply, Talga will be the “go-to” graphene company that will solve the supply issue. It starts with mining, but the leverage that Talga can achieve through supplying graphene and participating further down the value chain will open the door to exponentially growing income streams. Talga offers the greatest leverage to the revolutionary graphene technology through the highest margin source of scalable production.

The Scoping Study points to stunning profit potential of a full scale mining operation, with a NPV of A$490m on a $29m capital outlay, but this is very conservatively stated. The bottom draw numbers suggest a multiple of this return. Hurdles to project development will be minimal due to the low capex, the simplicity of the process circuit and the reliable and mining friendly Swedish jurisdiction.

Last week’s announcement of a demonstration plant, being constructed in collaboration with German industry, is the first step. The ability to supply a significant amount of graphene from this plant, 100-200 tonnes p.a., will make Talga one of the world’s largest and most reliable suppliers. The material will be used to develop a range of graphene products and to accelerate application in industry. It all grows from here.

Mining analysis and investment is all about the timing of cycles, obtaining leverage to rising prices and making sure you sell out at the top. Same same. Investing in Talga is all about getting set at the beginning of a new age of materials on an exponential growth curve that could be growing for decades.

Compelling Features

• lowest cost source of high quality bulk graphene with potential monopoly pricing power

• strongly positive scoping study based on a very conservative yield assumption

• demonstration plant announced for 2015

• collaboration with German industry

• starting with mining but taking the business into the technology materials market

• highest grade graphite JORC resource in the world with long mine life

• unique geology amenable to very low cost recovery process

• excellent infrastructure in established mining province

• rail and road access to markets in Germany and Europe

• safe, sophisticated jurisdiction with low tax rates