THOUGHTS I own an overseas tech lab
I know small volumes of graphite can be converted into ( diamonds, graphene, chips, wafers etc )
i jv with graphite juniors
If junior deposit it also overseas there could be an additional 28% - 39% 3rd party interest.
My tech or lab - asks for 50% profits / sales, i mention - lubricants, cells, graphene - undetermined
I make the junior sign a 5 yr term
with xxx graphite tonnes
What's wrong with this ?
How would one ever know what the graphite was converted to ?
What if junior only recieved $$$ for ore and nothing for... end product such as, graphene ?
Would the stock value price go up ?
Or... well after 5 yr contract signed
1 yr later financials begin showing up in press all the % deductions and costs to mine ?
Which is why,
specifying the exact end product made is, imperitive.
50% is too steep
Mining, carry costs etc
= nothing really left to move stock prices.
Which is why,
Regrading of graphite deposits are needed
Dierect purchase from buyer is needed
Pays out junior
vs
Lab wanting 50%
Miner takes on funding debt + cost to mine
= Lab becomes the middle man
Graphite / Carbon Deposits need
many more categories to define each grade / purposing / price
Is all graphite the same ?
Or, is the term graphitics allowing juniors to add potential schist into resource size ?
What about if... quartz schist was apart of the graphite / carbon resource size under
Graphitics ?
Is all carbon the same ?
Or is petcoke...filled with numerous impurities simply placed in pyrolysis furnace
to burn off O2 ?
Kinds of Graphite
Allotrope Carbon 14 family and metalloids
Crystaline / Crystolite - nano pre crystals / tight lattice / more dense
vs
Full size crystal carbon in regular graphite ( expansion gaps ? )
Natural graphite converted to graphrne superior ? Or, plain petcoke graphene ?
China's graphite ?
evenstil most sphercize to ensure conductivity.
Conductivity tests ( no additives ) fine mill = smear = test conductivity.
Sets the bar for grading and pricing.
Imagine if one had schist or other nonconductive impurities ?
They'd want to remove yet if removed = costs more
Which begs... is low grade graphite dictating all graphite prices ?
Suppose a new graphite grading were introduce ?
Instant weeding out of low grade graphite
Resources ( globally ) reduce reserves
Value increases due to lessor reserves
New grading format corrects price
As one can see...
Graphites are very complex.
Still think all graphite is the same ?
Watch this video... you might change your mind.
Note - additives were added by manufactuer to induce conductivity ( cheat )
Hence - testing jr graphite deposits basing quality on - conductivity no additive
= would reveal whose graphite is really best setting a bar for pricing.
Conductivity Video
https://www.youtube.com/watch?v=cDc0C3yffWQ
I'm addressing these unspoken topics
hoping to correct the current state of graphite markets.
Cheers...