4 PACK Rio Tinto -
#1
Aluminum Carbide Electrodes ( they'd need the graphite carbon )
When placed in water for electrolysis = Methane Gas + Aluminum Hydroxide water
Methane gas to Methanol fuel ( BC is already pilot testing this ) why not Quebec ?
#2
Aluminum Carbide Anodes ( coated ) reduce decomposition
= Battery Anodes
4 PACK
Rio Tinto - Invest Quebec - Quebec Hydo - Swiss/France Imery's Manufacturer
Few remaining graphite juniors without US claws.
Pull away from ( green tech Co's ) and link to 4 pack funders.
GEM FMS CCB NGC GEL EPR
Noble ?
England is apart of approx 53 - 59 nations ( source online )
Yes... huge presence, supreme dominion.
If the green front mascott is pitching to millionaires, billionaires, stakeholders to
invest in tech.... and junior's forced to pair with tech.... could this potentially compromise
UK's Empire ?
What if all the stakeholder's who've invested in tech decided they
wanted all the more...? Could be a formula that might challenge UK future tense.
Something for UK to think about.
Hence, old system using England's banks ( canadian banks )
keeps 100% control in their favor.
As for Imery's ?
Northern Graphite bout thier Lac Des llse Mine in Quebec.
Press Mentions Sprott
https://www.marketscreener.com/quote/stock/NORTHERN-GRAPHITE-CORPORA-10345664/news/Northern-Graphite-Corporation-completed-the-acquisition-of-Imerys-Geckco-Holdings-Pty-Ltd-from-Ime-40255919/
Imery's still has graphite operations overseas
We deliver high-tech mineral-based solutions for energy and electronics to
leading global manufacturers and industries.
We have over 100 years of experience in the development and production of high-quality synthetic and natural graphite powders, conductive carbon blacks, water-based dispersions and silicon carbide for end applications
https://www.imerys.com/industries/energy-electronics
GEM has 19.2 million tonnes waste
BUT... grm's cut off was 6.9% some peers are 1.78%
How much more graphite and silicate could grm amass ?
Our current resource - 3.2 million tonnes 16.5 17% Cgr
= 550,000 tonnes Crg ( m + inf )
Larger than Lac des lles.
Perspective ?
Northern Lac des lles has,
3.29 Mt at an average grade of 6.4% Cg,
containing approximately 213,000 tonnes of Cg
Northern Graphites Charts
- uses flake grading
What do i want to see in graphite industry ?
Conductivity grading.
What would a large flake with silica and other schist impurities reveal for conductivity ?
versus
Higher grades ( greasy carbon family ) higher grade more carbon, more conductivity.
North American FS Level Graphite Projects
| | Flake Size Distribution1 | |
Flake Size | Price2 (US$/t) | Northern | NOU | Mason | Focus | |
+32 XXL | $ 2,300 | 22.00% | 1.20% | 0.00% | 0.00% | |
+50 XL | $ 1,750 | 37.00% | 15.00% | 13.30% | 12.00% | |
+80 large | $ 1,400 | 34.00% | 35.40% | 16.20% | 27.60% | |
+100 medium | $ 1,200 | 6.00% | 21.00% | 6.00% | 13.20% | |
+150 small | $ 800 | 1.00% | 21.00% | 6.00% | 24.00% | |
-150 fines | $ 500 | 0.00% | 6.00% | 59.00% | 23.00% | |
| |
Current weighted avg. revenue/t | $ 1,710 | $ 1,236 | $ 874 | $ 1,062 | |
Revenue/t used in Feasibility Study | $ 1,800 | $ 1,730 | $ 1,583 | $ 1,700 | |
1. 80% meeting size spec 2. FOB Europe | | | | | |
| |
There's Masons ( 59% of ores are -150 mesh )
obviously due to 150 mesh grinding.
Large flake grading is....not the full story
( could have lots of other impurities ) less conductive )
Conductivity grading far superior.
One can't escape the conduction %
I figure... lessor grade peers could have schist included.
And... 5 - 6% Cgr will have far less carbon content than.... 17% Cgr.
Cheers...
Post is not invesment advice
rather ideas for industry movers + shakers.