Post by
1student on Oct 23, 2023 2:10am
$44.8 M, "ConcreteneTM", 9,868 tpa Manufacturing Capacity?
According to the only recently released information found in the company scoping study, SWAN needs $44.8 Million worth of Pre-Production CAPEX with which to be able to pursue and complete the buildout of the proposed initial 9,868 tonnes graphene manufacturing capacity facility.
The graphene enhanced Thomas Swan &Co. Ltd and Nationwide Engineering Group jointly developed "Concretene" admixture product has long been ready to be rolled out globally for specific use, this as evidenced by the already UK Engineering and construction industry increasingly employed use of the co-developed graphene enhanced concrete admixture product, "Concretene".
The preceding being said, I expect whatever Mason Graphite does control of the Lac Gueret graphite bearing lands project is now being leveraged (aggressively more so now following the recent China decision to more tightly regulate the sale and export of graphite and graphitic materials derived products) in order to have that $44.8 Million worth of capital directed perhaps first into Mason Graphite and then into Black Swan Graphene.
Given that the Chinese Government may abruptly halt, prior to December, the export of any amount of natural or synthetic graphite material to all Western member state nations who are clearly too closely aligned in supporting the U.S Government clear intention to have a economy serving 1.41 Billion Chinese peoples collapsed (do see what and all that would entail), there could be a insane rush now by the automotive manufacturing giants representing such Western member nation states (e.g. Ford, Volkswagen's Power Co, Rio Tinto, GM, Honda, Stellantis, Renault-Nissan-Mitsubishi Alliance BHP, etc.) to allign themselves via multitudes of JV partnerships with various Australian, U.S., Japanese and Korean conglomrates in scooping up controlling equity interest of certain companies currently controlling the most advanced and shovel ready graphite bearing lands development projects within Canada, the U.S. or anywhere on the face of the globe for that matter.
Finally, one of the best of all outcomes for Black Swan Graphene would be for Mason Graphite principals and stakeholders to be offered a buyout of the Lac Gueret property from a certain now more motivated purchaser - I'd suggest anywhere starting from $3.00 per share minimum for Mason Graphite's Lac Gueret project
At that point, Mason Graphite principal stakeholders could then elect to take part of their proceeds from the sale of Mason Graphite's Lac Gueret asset and seek to inject all that capital investment into Black Swan Graphene; thus catapulting the SWAN.V share price from a mere $0.095 to stratospheric heights, e.g. $1.50 per share and beyond.
Comment by
Hundo2022 on Oct 23, 2023 6:46pm
Yeah i saw the Scoping study. but i also read a disclaimer on it, something about it not being as thorough and adhereing to canadian guidelines. So i took it with a massive grain of salt. The stock price has moved from 8 cents however. So i am kind of bummed out i missed the rally. but funding remains my concern, so ultimately im hesistant.
Comment by
NewOpportunist on Nov 23, 2023 9:39pm
How long have you actually followed the LLG story? LLG has been a penny stock for years, any major mining operator could have scooped up Lac Gueret years ago for close to nothing. Why has nobody done this? I think the answer is obvious, because it's not attractive enough. Talk to representatives of Mason and Black Swan instead of cooking up all those pipedreams in your basement.
Comment by
NewOpportunist on Nov 24, 2023 8:46am
Arrogance comes before the fall, never liked people that talk like you do. As every good investor should do, I don't just wear rose coloured glasses like you do, but actually critically question the validity of my investment case, at every step. Why am I here? Exactly because of that and because I am long SWAN, at a size that it matters to my portfolio.
Comment by
NewOpportunist on Nov 24, 2023 5:10pm
And by the way "watch and learn..." Who talks like that? If you want to be taken seriously, you still have some path ahead of you.
Comment by
1student on Nov 25, 2023 4:09am
By the way, you commented about my having stated, amongst many other more important comments, "watch and learn". You asked "who talks like that?" Clearly I do. My friend, at times, I don't take myself seriously; why should you, lol!.
Comment by
Ogopogo26 on Nov 23, 2023 10:05am
Missed the rally? That's funny, we're at $0.085, share price has barely budged and are in the very early innings of this; certainly looking for the share price to move back to the RTO price of $0.15 and back above $0.2.
Comment by
1student on Nov 23, 2023 4:12pm
Ogopogo26, You said "certainly looking for the share price to move back to the RTO price of $0.15 and back above $0.2" Amen to that expectation. You are correct Ogopogo26, i.e. "we're at $0.085, share price has barely budged and are in the very early innings of this". At this paoint, it could seem I have some egg on my face with this one.