Elcoa Resources (Graphene Corp)

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5 years 6 months ago #317 by lynnsa10
lynnsa10 replied the topic: Elcoa Resources (Graphene Corp)
Thanks, would have been nice to be a fly on the wall at that Singapore test facility

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5 years 6 months ago #316 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
lynnsa, great questions and I am surprised others have not wondered about this, but few investors dig into things beneath the surface.

On these tests, public companies can say it is preliminary in nature, not material so do not have to report. It is not like there is a bench mark out there for graphene a company has to hit.

Besides what company is going to report they are 2nd best or 3rd whatever - when the gap is so far behind the leader?

It is like Apple coming out and saying their iPhone is 40% as good as Android..

I don't want to slam or dist any company on one test and one factor on a public message board, but I know one of the companies in those tests that was obvious 2nd best or worse is a big trader on the Venture, probably 3 or 4 times the volume of Elcora.

It has lost a lot of value in the past year or so, but many have, currently it is about the same value as Elcora, but obvious to me their graphene is not near as good as Elcoras

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5 years 6 months ago #315 by lynnsa10
lynnsa10 replied the topic: Elcoa Resources (Graphene Corp)
Thanks, their graphene results were a real surprise and how I read it and I think you commented the same - they were like twice as good as the 2nd best company.

Apparantly there were over 20 others tested, who were they? I have seen no news? Are any public companies here? Would it be wise to avoid them? Graphene production and use is so small now, will others even be able to compete with Elcora on graphene?

Sorry to ramble a bit - any names or anthing you could share here would be great.

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5 years 6 months ago #314 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
Glad to hear you have done well

I think what all these junior graphites found out, it is not easy to advance a project, get off takes and financing and build a mine. There has been little success on this front, so Elcora's approach to start small production and ramp up is looking like a good approach.

Lower start up costs or Capex, so no big financing required and easier to get off takes on smaller production and grow it.

2nd their Sri Lanka graphite is unique and it has proved it's superior quality with the test results on graphene, if it is does the same with battery grade tests, this would be a good factor to drive the stock further.

Another key point, while many companies have done some test work and pilot production with graphene, Elcora will be the first with a production facility. Assuming it works well and initial test show positive, they could land numerous deals with major tech companies, to use the graphene in their research and maybe eventually in actual future applications. Elcora would gain major visibility with any deal involving major tech companies.

There should also be news flow on production levels on the rise and exploration results from the Sri Lanka mine, so far we don't have much to go on there, so any good news there coule be a very positive driver

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5 years 6 months ago #313 by lynnsa10
lynnsa10 replied the topic: Elcoa Resources (Graphene Corp)
Ron, I have done very well with my Elcora position and have added more on this pull back. It seems to be one of your favorites now. Can you summarise or give the main points why it has done well and can continue to do so?

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5 years 6 months ago #312 by DearJohn
DearJohn replied the topic: Elcoa Resources (Graphene Corp)
Thanks, makes sense to me

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5 years 6 months ago #311 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
DJ that is a great question. I have not talked to any of the companies involved about this, but from what I know I think there is something here if you read between the lines and some points I made in previous letters.

We know Buiel of Coloumetrics is closely associated with Dahn who works exclusive with Tesla now.

All these companies are from Eastern Canada, Northern Eastern Ont., Nouveau in Quebec and Elcora and Coloumetrics out of Nova Scotia. Don't know Metals of Africa, but assuming Africa right now so will have to look further for a connection there?

It might make sense for Tesla and more appealing if they do a deal with a syndicate, there would be a number of graphite sources so would secure better supply and if they work with Coloumetrics I am sure it would be geared towards Tesla's needs.

We know Tesla prefers North American supply and with the Dahn/Buiel connection, it would not surprise me if this is a precurser for a deal with Tesla, assuming the work with Coloumetrics on this new facility is a success to match Tesla's needs,

If you know Elon Musk of Tesla, he is very strong on the green energy front and environment. I am sure he does not really want to go with the major spherical graphite suppliers out of China that use a not friendly environmrntal process using acids for production

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5 years 6 months ago #310 by DearJohn
DearJohn replied the topic: Elcoa Resources (Graphene Corp)
Yup, I am reading your newsletter LOL, Sounds good. Did you see the news today with Elcora, Northern, and Nouveau working together with Coloumetrics to build a spherical graphite mill for batteries.

Was a bit of surprising move, most of these companies are always putting the other down and now working together, what is your opinion on this?

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5 years 6 months ago #309 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
John, that is quite the pic you found for yourself :)

The short answer is 'No' but it would help. Pretty much all the players in the space are juniors with no production so not affected by price. Their graphite price will depend on any off take agreement they sign so probably a bigger factor.

I think these juniors will move more or be affected more by the fundamentals with each company. That said in a strong down market it is hard to buck the trend and a strong up market they will go up easier.

Currently the graphite price is not much of a factor, I think the positive influence is just a change in sentiment that a bottom is in with the juniors so we are seeing some bargain hunting and money on the sidelines now coming back into the market

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5 years 6 months ago #308 by DearJohn
DearJohn replied the topic: Elcoa Resources (Graphene Corp)
It's good news that graphite prices have been at least stable considering most everything going down for many months. My question Ron, we have seen good up moves in many graphite stocks.

Do we really need higher graphite prices to drive them further?

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5 years 6 months ago #307 by Gambler
Gambler replied the topic: Elcoa Resources (Graphene Corp)
From comments I seen today about Yellen's testimony, sounds like the FED is concerned about global weakness and worried about an Oil price drop again. I think you are bang on about the Fed reacting to a drop in Oil/commodities again

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5 years 6 months ago #306 by RonS
RonS replied the topic: Elcoa Resources (Graphene Corp)
Yes Iron ore dropped down to about $38 and it is around $47 now, still a low price but I think the bounce up at this point is basically related to all the commodities moving up when the perception changed about the Fed raising rates.

At this point I think it puts a floor down and we likely seen the lows. It appears the Fed is sensitive to the Oil and commodity plunge so any weakness again and the soft and dovish talk will come back

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