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Bullboard - Stock Discussion Forum ENERGIZER RESOURCES INC T.EGZ

"Energizer Resources Inc is an exploration stage company. It is engaged in the advancement of the Molo Graphite Project, consisting of a commercially minable graphite deposit situated in the African country of Madagascar."

TSX:EGZ - Post Discussion

ENERGIZER RESOURCES INC > Some thoughts
View:
Post by riverrock on Oct 22, 2016 4:51pm

Some thoughts

According to this article from Northern Graphite

https://northerngraphite.com/ under About Graphite -The graphite supply problem on their home page.

----------------------------

"China produces 70 to 80% of the world’s graphite supply. Approximately 70% of Chinese production is fine or amorphous graphite while 30% is flake. China does produce some large flake graphite but the majority of its flake graphite production is very small in the +200 mesh range".

From this, one might conclude that much of China's reported air dust and water pollution problem in her graphite region's is caused by the mining and processing of fine flake and amorphous graphite ores.

Some years ago, I read that Syrah Resource's high percentage ore's consisted of large amounts of lower grade ores consisting of fine graphite in the less than +100 mesh range.

Page 19 of 38 of Syrah's Annual General Meeting Presentation of 13 November 2015 https://www.asx.com.au/asxpdf/20151113/pdf/432yqsh8chj386.pdf

shows that 32% of Syrah's ore consist of (8.5% Jumbo,12% Large and 11.5% Medium Flake) while the final 68% of their ore is in the small flake to amorphous range.

Could China be buying mostly lower grade graphite concentrates from Syrah to partially mitigate their problem of air and dust pollution caused by the mining and concentrating fine flake and amorphous graphite ore's in China.

Comment by spartex on Oct 25, 2016 2:47pm
EXPECTED CATALYSTS   • Front-End Engineering & Design Study results November 2016 • Strategic off take partner announcement expected Dec 2016 • Secure CapEx financing (50:50 debt to equity) Q1 2017 • Environmental and social impact assessment and permirng expected by Q1 2017 • ConstrucBon in Q3 2017 with targeted producBon by Q4 2018 https://www.energizerresources.com ...more  
Comment by riverrock on Oct 25, 2016 5:53pm
Just an opinion. They should form a 50% Joint Venture with a group consisting of Dundee, JP Morgan and VR Capital Group Ltd. The above group would obtain the 50% JV interest after the Front End Design Study is approved and an Off Take Partner(S) are assured.  DRA could handle the 50% groups part of the JV.   The price of obtaining the JV would be to surrender their shares to ...more  
Comment by StoogeNo4 on Oct 28, 2016 10:17am
Well, never say never... Nah, it'll never happen.  JPM wouldn't get involved in that kind of thing.  Besides, all the incentive options to new recuits indicate to me that management has no intention of sharing any booty.  I don't know why our board can't just shrink and stay shrunk.  Peter Harder left with all of his options, so naturally a replacement member ...more  
Comment by riverrock on Oct 29, 2016 5:14pm
StoogeNo4, Thank you for your input. I realize my idea is more on the side of hope, but I did receive an email that it would be brought up to the board.   Relative to my previous post in regard to this subject called Some thoughts, I meant that for such a JV to ever be considered, we would need a positive Front End Design Study, Off Take Partner(S), Environmental and Social Impact ...more  
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