1. What does Sarytogan Graphite Ltd have to offer investors?
It has by far the highest-grade and 2nd largest graphite deposit of our ASX peers. The Inferred Mineral Resource of 209 Mt @ 28.5% TGC has been determined as stated in the investor roadshow presentation dated 18 JULY 2022 with some samples of high grade St2, 25 m, TGC-49.7% (TGC – Total Graphite Content).
2. Do we have enough cash to fulfill our opportunity?The company has $8.6 Million in cash from the IPO and will be more than enough for our team including our clever Dr. Waldemar Mueller the Technical Director, PhD, M.AusIMM Geologist with more than 40 years’ experience. Whom by the way holds 39% of the registry and is not selling but buying like our directors recently and substantial shareholders.
3. How much are our Graphite resources worth to the market?Well, graphite prices do range in prices according to size, however the estimates for our future valuation according to broker reports do compare us to the following ASX listed companies.
TLG – TALGA GROUP LTD with a market cap of 433 million.
SYR – SYRAH RESOURCES LIMITED with a market cap of 1.14 billion
EGR – ECOGRAF LIMITED WITH A MARKET CAP OF 173 million
The company ONLY has a market cap of 66 million currently and we have only just begun our journey. First drilling results have already exceeded our expectations and drilling is right now continuing to the north-east of the Central Graphite Zone, outside of the current IMR of 60Mt.
4. Who is our Shareholder Registry as of today's date?TOP 20 – 65% held by sophisticated investors and institutional investors.
The majority of the shares or 54% are held in escrow for 2 years from IPO or in other words will not be released for sale to the market until 2024 approximately.
The directors are buying and holding, plus on the 15th august 2022 when the first drilling results were released to the market 10% of the registry was brought by institutional investors @ VWAP of 51 cents approximately.
This, by the looks of things, is being held very tight in strong hands long term and snapped up on the dips. I would say not many shares will be available for sale on the market over the coming days, weeks, months and next couple of years...
5. What news feeds do we have to help determine our positioning in the market?
8. Valuation for SGA - SARYTOGAN GRAPHITE LIMITED resources?
There are not many people on this forum which will give valuations on resources as they would much prefer to waste readers time with comments which are pretty much unsubstantiated claims and allegations.
The numbers…
209 Mt @ 28.5% as stated by the company insitu, will be much higher (+100%).
59,565,000 Mt of Graphite is the calculation.
Price of graphite $500US/t - $2300US/t depending on flake size.
LOW EV = 1 billion – depending on flake size - Minsource Liumao Graphite Co Ltd might be our pay day. (please see map).
HIGH EV = 1 trillion – depending on flake size.
Now you must remember these are insitu numbers and we still must keep drilling, assess results, purity, mine the resources, flake size, and get supply agreements and much more for this to work.
But I would say to be fair, $2.00 per share over the next 6-12 months would not be out of the question…and $5.00 to $10.00 per share within 5-10 years.
If the board pull together and work as a team to prove up those numbers, stay on track and deliver as expected to shareholders, it will work. It will take time!
NOTE: They will do this as board have way too much skin in the game – IMO – ONLY.
I have spent the last week digging around and looking through records on kazakhstan mineral resources. They have literally everything in the ground over there from oil to gas, gold, ore, copper, etc.
But, what I need and the other investors is flake size for us to put our mind at ease for our future project. If the Dr Waldemar Mueller owns so many shares in the company, what the hell does he know about the Graphite?
I will continue my research and reach out to all my contacts to see what I can come up for the readers and investors in the Company. Regardless, we do have a massive amount of Graphite resources at this stage and are truly undervalued as many of us agree.
***Results from more drill holes will not be too far away***hold tight***imagine if we hit lump graphite somewhere...
(20min delay)
