Vom Graphit-Boom profitieren: Standard Graphite

Graphene All You Ever Wanted To Know - 2012

Thursday, August 09, 2012

Some articles, and series, are just too good not to share. This interesting one by Lucy Sherriff at ZDNet fits that bill. While the new 21st century super material still has a long way to go from lab to commercial products, available in stores, car dealerships, solar cells, batteries and the like, it’s a little too easy to think that graphene products are already in the pipeline, graphene and our new carbon age will make a lifestyle altering difference in the next decade..

http://www.graphiteblog.com/2012/08/...-ever-wanted-to-know-2012.html

http://www.indmin.com/Article/3073454/Channel/...-to-China.html 

noch geschrieben werden. Der Kurs spielt derweil nicht mit...

"Ja, die nächste Tranche sollte auf erheblich höherem Niveau durchgeführt werden."

Das hoffen wir ja alle, nur bei 0,16 CAD kann man nicht besser an Geld kommen... Na klar, Geduld ist gefragt... Die sollte jeder mitbringen, wenn er hier investieren möchte..

Warten wir erstmal ab, was hier die nächsten Monate passieren wird.. Der derzeitige Kurs sollte da niemanden aus der Ruhe bringen.. Habs lange Zeit nicht eingesehen, aber mittlerweile denke ich, dass SGH trotz des Kursverfalls auf einen guten Weg ist!

Na, noch wach :)? Dachte ich bin der einzige Nachtschwämer hier im Thread gerade :D!

Genau, Geduld ist und bleibt eine Grundvoraussetzung bei Explorerinvestitionen.

Junioraktien haben 50-70%, sogar in der Spitze bis zu > 90% während der letzten 15 Monate verloren - und bei SGH ging dem Sell-Off noch eine 500%-Rally voraus. Von diesem sektoralen Ausverkauf kann sich ein kleiner Explorer nur selten entziehen ;-) 

hehe ja - nein, bist du nicht immer ;-)

GL 

Genau das ist es: Habe mir mehrere Explorer aus verschiedenen Branchen näher angeguckt und dabei diese Abverkäufe beobachtet! Nichts ungewöhnliches, was hier also passiert ist..

So, werde mal ins bettchen gehen :/! Man verschläft echt viel Zeit im Leben :)!

Gruß und schönes Wochenende!

Vzt

More On Germany’s Aerographite

Friday, August 10, 2012

Back on July 15th, we introduced readers of this blog to what will probably go on to become Germany’s major contribution to the new 21st century golden age of carbon. (Aerographite Arrives From Hamburg And Kiel.) Back then I wrote..

http://www.graphiteblog.com/2012/08/more-on-germanys-aerographite.html

August 10, 2012

Standard Graphite Closes Non-Brokered Private Placement for $787,500

 Vancouver, BC - August 10, 2012 - Standard Graphite Corp. (TSXV: SGH) (the "Company") is pleased to advise it has, subject to TSX Venture Exchange approval, completed a non-brokered private placement for 5,250,000 units (the "Units") at a price of $0.15 per Unit for aggregate proceeds of CDN $787,500 (the "Financing"). Each Unit consists of one common share and one share purchase warrant (the "Warrant"). Each Warrant entitles the holder to subscribe for one common share at a price of $0.25 for a period of twenty four (24) months following the closing of the Financing..

http://www.standardgraphite.com/s/news.asp?ReportID=541455

The Carbon-Composite, Solar, Unmanned Aircraft System 

Last week saw the rollout at the Las Vegas, Association for Unmanned Vehicle Systems International (AUVSI) conference, yes there really is a US conference for drone makers, of “Silent Falcon,” a man-portable , solar assisted, lightweight carbon composite, lithium polymer battery powered, Unmanned Aircraft System, (UAS.) Weighing in at just over 27 lbs., and with a solar assisted flight time of up to 14 hours, Silent Falcon is intended for both military and civilian use.With “a top speed of 112 km/h, (60 knots), an operational..

http://www.graphiteblog.com/2012/08/...-unmanned-aircraft-system.html

Graphite Juniors Head Lower as Prices Weaken

Sunday August 12, 2012, 9:15pm PDT - By Karan Kumar

Graphite prices fell in May for the first time in three years. Since then prices have recovered slightly, but sentiment remains weak. Stock prices of many juniors exploring for graphite have also gone down. Northern Graphite (TSXV:NGC) has fallen more than 55 percent in the past three months. Focus Metals (TSXV:FMS) has fallen 25 percent and Standard Graphite7 (TSXV:SGH) has lost more than 63 percent..

http://resourceinvestingnews.com/...-head-lower-as-prices-weaken.html

Europäische u. nordamerikanische Preise bleiben nach der jahrelangen Rally erst mal anfällig für Korrekturen. Das ist weder verwunderlich, noch schädlich für die langfristige Entwicklung. Eine gesunde Konsolidierung setzt sich bis dahin fort. In Fernost sorgt die stärker anziehende Nachfrage für eine Stabilisierung der Preise.

Falling demand from industrial users hits US and Europe; Indian graphite stable

Since falling in May for the first time in three years, prices for natural graphite have continued to decline in Europe and North America, while Indian prices seem to have stabilised market sources told IM..

http://www.stockhouse.com/Bullboards/...&r=0&s=SGH&t=LIST

Will Your REEs Suffer Molycorp Contagion? Chris Berry Advises Patience

TICKERS: AONE, AVC, MT, DML; DNN, FDR, FMS, FRO, GLEN, LGO, LYC, MDL; MLLOF; MRD, MCP, NGC; NGPHF, ORT, RES; REE, TSM; TAS; TASXF; T61

Source: Brian Sylvester of The Critical Metals Report  (8/14/12)

 Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations. In this exclusive Critical Metals Report interview, Chris Berry of House Mountain Partners discusses what really matters in a rare earth element company, and why investors should exercise patience..

http://www.theaureport.com/pub/na/14114

Graphite’s gleam

With big jumps in price and demand, mining companies are rushing to find new sources of the mineral and revive old ones. But even as graphite projects spread across the Ottawa region and beyond, investors need to remember the risks of resource development..

http://www.ottawacitizen.com/Business/...ite+gleam/7107953/story.html

"Standard Graphite Corp. of Vancouver wants to develop two properties in the Madawaska Highlands district about 50 kilometres west of Renfrew. It said surveys of two properties, including reserves around a flooded Black Donald mine that last produced in 1950, found positive results. it has 13 properties in Ontario and Quebec.

One is the Mousseau East property, about 40 kilometres northeast of Mont Laurier, Que., and about 50 kilometres from the Timcal mine, one of two producing North American mines. The Mousseau property was discovered by road builders in the late 1980s and more than 60 holes were drilled up to 1993, but no mine was developed.."

http://www.canada.com/Business/Graphite+gleam/7107953/story.html

Hevorgehoben ein statement vom CEO von Northern Graphite: "No new graphite properties were developed in the last economic cycle and the pressure on supply will be more acute in the next cycle.”  

http://www.canada.com/Business/Graphite+gleam/7107953/story.html

Chris Berry: Graphite Is Positive Long-Term

http://www.theaureport.com/pub/na/14114

Langfristiger Ausblick verbessert sich weiter: Der Einfluss der Chinesen wird zu einer steigenden Angebotsverknappung führen. Sie werden in den nächsten Jahren auch in Erwägung ziehen, Exportzölle einzuführen um folgend die Exporte zu beschränken (vgl. REE-Sektor). Weiter dürften China hinsichtlich der Ressourcenschonung das Angebot zunehmend drosseln. Im Hinblick auf eine anziehende Nachfrage werden diese Schritte zwangsweise zu höheren - mindestens stabilen - Graphitpreisen führen. Und hier sind primär erst einmal nur die "normalen" Graphitsorten gemeint. Die edlen und besonders qualitativen Sorten (~ 99.9% Cr, Jumbo Flake etc.), die zunehmend im High-Tech Sekor Anwendung finden, werden bereits zu erheblich höheren Preisen gehandelt. Zudem werden die potentiellen 'Game Changer' wie 'Spherical Graphite' & Co. für Zündstoff sorgen..

Supply Situation Report: China widens its graphite sphere of influence

Es wird u.a. die Relevanz von qualitativ hochwertigen Graphitkonzentrat [d.h. möglichst großflockig (> Large Flake) und hochgradiges Konzentrat] angesprochen:

Big flakes finish first in the graphite market

The Critical Metals Report | August 21, 2012 

Flakes are king in the graphite space, where large flake commands a substantial premium. But the path to production can be long and twisted, with many moving parts. Resource and tech investor Ron Struthers met up with The Critical Metals Report and walked us through the funhouse of graphite investment. Read on to find out which companies look good in every mirror..

http://www.mining.com/web/...kes-finish-first-in-the-graphite-market/

über die Zukunft des Graphite-Marktes und über die Chancen der Explorer! Toller Artikel!

http://www.mineweb.com/mineweb/view/mineweb/en/...n=Detail&pid=63

"TCMR: Of the companies in the graphite universe-which ranges from 12 to 40 companies-how many might succeed?

RS: Over the course of the next 10 years or more, there could be quite a few success stories. However, it takes a long time to get a new mine up and running and with such a small market, one or two new graphite mines could substantially alter the supply-and-demand picture. I would advise investors to stick to companies that can get a new mine up and running sooner rather than later. That would allow the first companies to lock in better prices before other producers increase supply, potentially causing prices to drop off."

Dito! Da hast du einen passenden Absatz vom Artikel hervorgehoben. ;-) Die Worte von Ron verdeutlichen, im Hinblick auf die Makro-Story, die Relevanz v. mittel- langfristigen Investitionen, die einen langen Atem benötigen. Alles Weitere wurde hier bereits mehrmals intensiv geschildert.