Green Battery Minerals Inc V.GEM

Graphite Shortage

[Mark48]

A Skewed Graphite Supply Chain

It's estimated that the graphite shortfall will grow considerably over the next decade. The limited number of graphite mines globally leaves manufacturers depend upon a handful of sources, making them vulnerable to supply disruptions.

https://www.gep.com/blog/mind/graphite-shortage-supply-chain-strategies-for-ev-makers#:~:text=A%20Skewed%20Graphite%20Supply%20Chain&text=It's%20estimated%20that%20the%20graphite,them%20vulnerable%20to%20supply%20disruptions.

[woundedknee]

NGC is the only graphite producer in North America and its stock has been stuck in the high teens. I bought NGC when it was 55 cents and it went well above 60 and has been downhill ever since. What makes GEM any different? The sector seems to be in a funk right now. Thanks In advance for your reply. GL

[Mark48]

Great question. Going to keep this simple and look at the Market Caps & Graphite Grades only. NGC market cap $23.46M Indicated 3.29 Mt at an average grade of 6.4% Cg, containing approx. 213,000 tonnes of Cg. Inferred 1.43 Mt at an average grade of 7.4% Cg, containing approx. 106,000 tonnes of Cg. Total 319,000 tonnes of Cg GEM market cap $2.69M   Indicated 1.77Mt at an

[Mark48]

Sorry I missed Bissett Creek 1.2Mt in M&I and Okanjande 1.6Mt in M&I, not sure of the grades for NGC. Anyway this makes more sense with the market cap difference but still shows GEM undervalued for the world class high grades GEM's graphite has and still only 10% drilled.