HO HUM... Nouveau Monde's Matawinie graphite deposit and LMR's graphite deposite
seem to be similar in low grade and schist texture.
Nouveau + Lomiko cracked deals with = USA
Yet... how much carbon content do the low grade graphite deposits sport ?
If we pull forward Northern Graphite's Bissett Creek deposite
69.8 million tonnes (“Mt”) grading 1.74% “Cg” based on a 1.02% Cg cutoff.
That's carbon + graphitics
= can't be much carbon with in.
Photo of Bissett Graphite ( lot's of schist )
https://www.northerngraphite.com/wp-content/uploads/2024/02/Bissett-Creek-Core-sample.jpg
Northern Graphite Corporation and Graphex Technologies will work closely with the Canadian government to find and evaluate sites that could accommodate facilities producing 200,000 tons of annual battery anode material.
Last year, Graphex finalized a joint venture with Michigan-based Emerald Energy Solutions to build and operate a $75 million graphite processing facility in Warren, Michigan.
https://www.manufacturingdive.com/news/graphex-northern-graphite-quebec/640794/
Graphex Technologies is a wholly owned US subsidiary of Graphex Group (NYSE: GRFX), a Cayman Island company which already has a self-contained graphite processing
ecosystem in China.
https://www.mining.com/graphex-technologies-inks-offtake-agreement-with-syrah-for-flake-graphite-from-balama/
Graphex Technologies
Massive dilution ( sm shareholder won't see value with that many shares out )
How many other critical mineral stocks do this same formula ?
What names stood out ?
US
CDN Gov't
Caymen
CHINA
NOU + LLG = usa
LMR = usa
NGC = usa
Quebec Gov't + Fed funding billion to foreign North Volt whose sourcing - bio graphite
= See the pattern ?
Good majority of remaining Quebec graphite juniors
saluted usa's 25% 2 yrs out tarriff ?
My New Thought ?
GEM + FMS have similar grades.
They should team and veer from battery sector.
Graphite Applications
Fuels, cellulous fiber, nuclear would be great but... create's a onefer usage for graphite.
While tech chips, solar, hydrogen, filtration allows reusage of graphite = multiple generations.