Elcoa Resources (Graphene Corp)

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4 years 11 months ago #117189 by alexgreat
alexgreat replied the topic: Elcoa Resources (Graphene Corp)

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4 years 11 months ago #117186 by Gambler
Gambler replied the topic: Elcoa Resources (Graphene Corp)
More good news, Elcora to start battery anode plant. I recently added more to my position.

thechronicleherald.ca/business/1403635-e...-electric-car-market

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4 years 11 months ago #117183 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
Seeking Alpha article on Batteries, Syrah and Elcora

seekingalpha.com/article/4010559-tesla-g...m-graphite-shortages

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4 years 11 months ago #117167 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
The Washington Post asked consumer-product companies and battery makers about their graphite supply chains. Here is what they said:

Amazon, Apple, General Motors, LG Chem, LG, Panasonic, Samsung Electronics, Samsung SDI (battery-maker), DK/Amperex Technology Ltd. (ATL) Toyota, BTR, Aoyu, Haida Graphite, Henson Graphite.

The pressure is already begun

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4 years 11 months ago #117166 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
This is extremely bullish for graphite. This Washington Post article is an in depth look into graphite mining in China and the problem it is causing.

What is going to happen, is the big tech companies, EV producers will be forced by public outcry on pollution to source batteries without Chinese graphite. Currently China produces about 70% of the world's graphite so that will be a lot of demand elsewhere.

www.washingtonpost.com/graphics/business...-pollution-in-china/

To be politically correct, those giga factories outside of Asia will end up with graphite suppliers outside of China.

Graphite can be mined cleanly and environmentally friendly with proper and modern processes.

Apple says they have already made the move to synthetic, I have my doubts as the iPhone is made in China and if the synthetic is from China it would be a worse pollution problem than the graphite mining.

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4 years 11 months ago #117164 by Tom
Tom replied the topic: Elcoa Resources (Graphene Corp)
Jumping on the graphite bandwagon, it has to go soon. Here is an interesting article, mostly slanted at lithium but

"The more forward-looking manufacturers are rightly becoming concerned about long term supply," its CEO Jamie Deith said. "Not only is there the question of producing enough graphite, but the fact that China accounts for 100 percent of natural graphite anodes today is an additional concern."

www.reuters.com/article/us-electric-car-...nsight-idUSKCN1250HK

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4 years 11 months ago #117163 by GoldnBoy
GoldnBoy replied the topic: Elcoa Resources (Graphene Corp)
Yes, I have no doubt the sector is turning, more institutional money coming in, last week it was Focus Graphite, with above market financing.

Focus Graphite Inc.'s directors and officers have arranged a sale of up to eight million common shares at a price of 10 cents per share, to Canadian institutions, through the facilities of the TSX Venture Exchange. The proceeds from this sale will be used to finance the purchase of up to eight million units at a price of 10 cents per unit in the course of the private placement of the company described below.

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4 years 11 months ago #117161 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
ZEN jumped 30 cents in the past week and NGC firmed up some this week. Looking more and more that the sector is waking up

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4 years 11 months ago #117150 by Gambler
Gambler replied the topic: Elcoa Resources (Graphene Corp)
ERA had one of its better weeks in a while. I see about 320,000 traded, hope this is a sign that interest has picked up

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4 years 11 months ago #117146 by alexgreat
alexgreat replied the topic: Elcoa Resources (Graphene Corp)
Agree, a bottom in. More battery demand coming from VW. The car, called the I.D., is expected to cost less than $30,000, which is less than both the Tesla Model 3 and the Chevrolet Bolt. It will have much longer range, and it could go up to about 375 miles on a single charge, the automaker said at a presentation ahead of the Paris Motor Show.

The catch: It won't go on sale until 2020, and there's no telling how much competitors' electric cars will have improved by then.

money.cnn.com/2016/09/28/technology/volk...-electric/index.html

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4 years 11 months ago #117144 by Mark
Mark replied the topic: Elcoa Resources (Graphene Corp)
Did buy some ERA this week, looks like a bottom is in

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4 years 11 months ago #117133 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
Another sign China moving out of coal and into electric power driven by renewables

Metallurgical coal was exchanging hands at $206.40 on Monday according to data provided by Steel Index as it consolidates at higher levels following weeks of panic buying not seen since 2011, when floods in key export region in Queensland sent the price surging to $335 a tonne (albeit not for long).

The rally was triggered by Beijing’s decision to limit coal mines' operating days to 276 or fewer a year from 330 before as it seeks to restructure the industry. Safety closures and weather related supply curbs in China and Australia only added fuel to the fire.

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