GOOD DAY...How are all my fellow graphite investors ?
As stated, i'm not invested in NGC but do care about the governence of graphite
in Quebec as a whole. Though each project is separate, each are apart of a greater cause.
At least i think so.
As most know, there's not much graphite to go around. ( globally speaking ).
My hunch is, US 25% tarriffs was instated to afford US another 2 years to purchase
Chinese ( carbon ) to use in, EV batteriies. At first, i was rather dismayed with this
move by the US but in time i've come to the conclusion it might be best.
Reasoning ?
Use the cheap avail carbon for EV batteries.
Save the supreme Quebec graphite for - high tech.
It is my belief, not all graphite is the same.
Greasy grey graphite is comprised of, carbon 14 family, metalloids ( allotropes )
Yes, carbon is in the mix of this... but completely different than plain carbon - stand alone.
Green Sector,
has changed it's blueprint several times over the years.
Each change and revision has enabled them to fine tune their global direction utilizing the
avail critical resources. Let's face it, there's only so much to go around.
Where does my compass point ?
Chinese carbon for EV batteries.
Quebec graphite = high tech.
I could be wrong.
But then again i could be right.
Flip a coin.
Britian is fully aware of the importance of, graphite.
Began with -----> silicon crystals ( go to war video ) youtube.
Fastforward ----->.Graphite -----> Graphene
30 times more sensitive than silicon.
1000 x more energy efficient.
https://www.youtube.com/watch?v=_tYMNxXPHyw
As one can see.
They've managed to create graphene.
Most importantly -------> at scale.
Breakthrough achievement.
Which could tie in, Quebec Graphite ( my hope )
In situ value is worth a mint.
That is... if one assigns Quebec's graphite to Graphene purposing and other tech like
diamond chips, wafers, hybrid chips using addition element to super charge the flow
of electrons such as phosphorus, boron etc...
Time is of the essence
Fair play is needed.
Gov collects taxes ( public sweat equity ) funds used to build out green tech.
These funds constitute a large percentage of - public revenue.
Placed in hands of Gov who has somehow forgotten the public element.
In addition, Gov + Stakeholder ( many kinds ) have banded together and made it their
global pet project inwhich to, capatalize on without the mention of small investors.
Simply paruse the critical energy bullboards and one will quickly see how many small
investors feel they're not being rewarded.
Control funding controls advancements
Control global resources
Control tech
Pick and choose which project
= Fully Controlled
Those who draft and revise the path forward.
= vantage
Kind of like...
Why was Lomiko chosen by Canada / US DoD ?
Cottage country, resident resisistence, 5 yr funding for sphering graphite ?
Sniff, Sniff.
Best project to choose = Several issues
= tames other graphite plays ( grrr )
With a few key strokes, my own search led to,
Soquem + Invest Quebec and few more keystrokes, Brazil.
Tis interesting.
As for your idea of, more involvment of, Canadian and US Gov's ?
Been there asked for this during hieght of lithium back in 2017 -ish.
Oh... they eventually collaborated, ugh.
Fruits of those collaborated efforts are still seen, felt, to this day.
It's sprawlled to all critical elements.
tug o war
sm investor -----> critical elements <----- Gov's + Stakeholders
Perhaps shareholders in all ( critical energy stocks ) should sign a petition
asking for a seat at the roundtable -----> fair share of wealth.
It's become a lil too one sided. ( under statement )
Graphano doesn't want anything to do with NGC, you say ?
Are you sure ? lol
Image
https://images.newsfilecorp.com/files/8293/216017_4795f405e4fc69b1_002full.jpg
Before + After Lac des llse
Dry pit i'm seeing graphite.
Zero in on the ramp going into pit - when comparing each photo.
https://www.vmcdn.ca/f/files/nob/nap-lac-des-iles.jpg
https://shared-dev-lesaffaires.s3.amazonaws.com/uploads/2024/03/a3f7de3fb7bc58f74b8fa5b64a3d48f1.jpg
Not invested in, NGC
Just trying to make sense of the absurd moves made by industry.
Hoping there's a master plan that works best for all.
But i have my reservations.
All the best.
Cheers...