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Gratomic Inc V.GRAT

Alternate Symbol(s):  CBULF

Gratomic Inc. is a Canada-based exploration and development stage company with projects in Namibia, Brazil, and Canada. It supplies graphite and is engaged in the electric vehicle battery supply chain through the development of its flagship Aukam graphite mine and ongoing exploration at the Capim Grosso property. The Aukam property includes a mining license (ML) 215 (5,002 hectares (ha), in respect of base and rare metals, industrial minerals, and precious metals), and an exclusive prospecting license (EPL) 8746 (49,693 ha, in respect of base and rare metals, industrial minerals, and precious metals). The Aukam property is located in the district of Bethanie, Karas region of southern Namibia. The Capim Grosso Graphite project is situated in the center-east portion of the Bahia State, 280 km from the port of Salvador, the state capital, and 166 km from Feira de Santana and covers over 6,312 ha. It also owns a 100% interest in the Buckingham properties located in the Province of Quebec.


TSXV:GRAT - Post by User

Comment by Alpha007on Mar 07, 2022 2:35pm
147 Views
Post# 34491773

RE:RE:RE:RE:RE:Private Placement

RE:RE:RE:RE:RE:Private Placement Based on how ventures work, let's ignore peers because as I said they are in the same place from a multiplier standpoint, you can't compare company values/stock prices when the issue sizes were completely different, just because NOU raised more capital, issued less shares, and was valued at higher IPO price doesnt mean Gratomic should be too, the current price is ALREADY factoring in the future revenue....that's why its trading at 100x right now, it cannot easily double from here....that would require another $200M in value from the market, the only way I can see that happening is if institutions add this to their line ups for Metals/Mining strategies, but typically they wont touch these until they mature, on top of that isnt the company only able to produce a max of 20,000 tonnes a year right now? Isnt that like $60M? Which would only make the current price make sense, not further appreciation, I'm not trying to agrue, just saying in my experience regardless of the sub-sector, all these companies move the same, corrections hit from the hype and slow revenue, that's just how public markets work (Plus the private equity side early investors will cash out to off set risk - Again referring to the 40% decline from top), so all I was saying this would not be the entry point I would go for, I'd wait for it to drop further because we are talking about large swings....but didnt say I still wasnt bullish long-term. I liked their take that this material is essential for EVs and cheaper than the chemistry compound Telsa currently uses for their batteries, as well the market demand will only grow, but this is also the case for many other materials essential for semi-conductors, solar panels, satelittes, etc etc. 
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