Focus Graphite Inc FCSMF

the largest graphite mining project in the world

[JeanGuy]

 The largest graphite mining project in the world. X20 over a 2-4 year horizon. Graphite Mason is completely under the radar, hidden by New World Graphite. LLG has a tiny market capitalization of $40 million. It is reasonable to think that it will be at $800 million before the construction of the mine. Graphite is the mineral that will experience the greatest increase in demand !!!

[graphite13]

Be careful. The reason Mason lost most of its value is because it sold out most of any future potential to Nouveau Monde who will be the one to benefit and explains the large market cap of vs 52M market cap for Mason.

[roaring20s]

Can you detail your investment thesis here. Where the price is heading and why. Appreciate your detailed reply's 

[graphite13]

Are u referring to Focus or Mason. If Focus, I was waiting for the revised Economic feasabity study (should be this month). It will have the numbers needed to put a valuation on Lac Knife. I will also extrapolate the valuation of Tetepisca and add a valuation for the outlook on Gragoid (Purafy). 

[graphite13]

Jus to start....... Focus needs to triple just to catch up to its peers. The revised FS will go a long way to acheiving that. I think the goup will make a very big run like ot did in early 2021. This time it will be sustained and go even higher. Focus will outperform by a large margin due to the quality of Lacknife and Tetepisca. Both have extremely high quality graphite (this is the most

[roaring20s]

Focus not Mason. You said the price needs to rise 3 times to get to a fair value. How have you determined this. Is this based on where Focus trades today or does this factor in the revised numbers or drilling 

[graphite13]

It’s based on FMS current valuation compared to it's peers. NGC for example is at approx. 3 times the valuation of FMS. Focus has a much greater potential with its properties. 

[JeanGuy]

The Lac Guret project is 500,000 tonnes of graphite concentrate per year. ($1500 per ton). This production is entirely intended for the anode material ($11,540 per ton). 500,000 tons x $11,540 per ton of anode material x 24 years = $138 billion. This is the gross value of the Lac Guret deposit. 50-50 LLG-NOU. Mason is made a royalty company. So the costs will be very low for Mason.

[graphite13]

Below is the reason Mason has lost most of its value. That being said, I think all the stocks in this space are poised to do well. Focus IMO will do far greater than the rest. "New Mason Graphite Upon completion of the COB, the business plan of Mason Graphite consists of moving from a junior mining company to a company focused on seeking investment opportunities, as evidenced by the entering