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Ann: Bass to acquire 100% of operating Graphite Mine-BSM.AX, page-11

  1. Jonno07
    856 Posts.
    clock Created with Sketch.
    07/04/16
    11:54
    Post #: 17444610
    Future looks bright for graphite producer with sales to Europe, US and India

    Simon Moores, Graphite guru
    @sdmoores

    Daimler, LG Chem and now Tesla...
    All with long term European megafactory plans.
    Never boring I guess...

    There are at least 12 battery megafactories under construction. Tesla Gigafactory is the biggest, but still 7 in China. Article to come

    Model 3 orders have also theoretically increased the spherical graphite market by 52% on 2015 numbers. #Gigafactory

    These graphite numbers assume Tesla chooses natural spherical graphite for its anodes. Which is now all but confirmed. #Gigafactory


    @elonmusk (CEO Tesla)

    We will need to build a factory in Europe to serve long-term regional demand as Fremont reaches max capacity.

    We are working on an exact date, but Tesla will be in India before 3 production starts.
    BSM Price at posting: 1.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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