ALL in your opinion and not to be taken as investment advice lol, as it is just a discussion forum. Anyway, here is a response, perhaps more holders may answer on the back of my answers as well.
1. VRC is currently undervalued against it's peers IMHO, given it's next door neighbour MNS is at an sp much higher than VRC, although MNS is a good project, VRC has fantastic access to infrastructure with sealed roads and a higher geology resource with shallow veins and is of high quality, which has been tried and tested. Currently second samples have been asked for by end users, with samples of 1 tonne sent to multiple end users, with positive feedback so far according to management.
2. This has been raised so many times on here it's not funny regarding capital raising. TM is chasing project finance, currently there is no requirement for capital raising, they are quite comfortable operating with the current budget they have right now, which was stated in their latest ANN.
3. All in your opinion and you are welcome to it.
4. Really? See
http://voltresources.com/namangale-project/
5. Watch this space. Graphite sector has suffered since mid last year, once sentiment returns, it will recover more institutional support. As said earlier in one note today, insto that pulled out has actually reinvested a little again after chats with TM, more will follow.
6. See
http://voltresources.com/pre-feasibility-study/. Project start date was noted for 2H 2019, so future forecast pricing in line with relative sources.
7. No one said NGI was going to be our only contract? Positive feedback on more end users to be signed up in the near future. Watch this space.
8. Extract from the following link:
http://batteryuniversity.com/learn/article/bu_309_graphite
"Graphite comes in two forms: natural graphite from mines and synthetic graphite from petroleum coke. Both types are used for Li-ion anode material with 55 percent gravitating towards synthetic and the balance to natural graphite.
Manufacturers preferred synthetic graphite because of its superior consistency and purity to natural graphite. This is changing and with modern chemical purification processes and thermal treatment, natural graphite achieves a purity of 99.9 percent compared to 99.0 percent for the synthetic equivalent.
Purified natural flake graphite has a higher crystalline structure and offers better electrical and thermal conductivity than synthetic material. Switching to natural graphite will lower production cost with same or better Li-ion performance. Synthetic graphite for Li-ion sells for around US $10,000 per ton whereas spherical graphite made from natural flake sells for US $7,000 (2015 prices).
Unprocessed natural graphite is much cheaper, and besides cost, natural graphite is more environmentally friendly than synthetic graphite; it also forms the base for graphene, a scientist’s dream. At the end of 2016, natural graphite accounts for 60-65% of the market share; synthetic is around 30% and alternatives such as lithium titanate, silicon and tin is around 5%."
There is also further information in the link above re graphene.
(20min delay)