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.

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Great Lakes Graphite Inc > New Corporate Presentation

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Comment by Rechnerhandon Jan 12, 2019 8:37am

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Post# 29222504

RE:New Corporate Presentation

Thank you.

Whoever wants to be happy about having a smart guy in your company as an independent director I'm more interested in what had management told him is forecast here and what is business case?

I think the message should be clear from presentation update. 2019 will be THE sales year but I'll just repeat myself ... remember the scenario when GLK sold micronized graphite in times of Lochaber - they sold it with negative margins. That is the reason why I still can not completely enjoy any new member on board of directors when there is no guideline how much on each $ GLK will receive and what their costs for this business are. Everything today is a guess and therefore a high risk but also with potential high reward. Shamokin, Ashland and others want to see their profit in this model, too.
Besides my concern about missing public business case I think any contract to supply in the name of Novocarbon will push this company themself to its next level. Enjoy the ride then.

Stage 1: revenue per ton about $7,275

Stage 2: revenue per ton about $9,760

Stage 3: revenue per ton about $7,400

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