Chinese Spherical Selling for US$2500-3000, page-20

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foghorne

2,140 Posts.

103

09/11/16

14:42

Post #: 20483876
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Originally posted by Winston Wolf ↑

I'm not downramping i'm stating facts.

You guarantee Volt will hit 20 cents? Happy to take the bet. Without further diluion that would be a $260 million market cap with basically no money in the bank in the context of its market cap. MNS will be the same market cap shortly the way its trading (i've sold out of that too).

How about provide some real information and data behind your commentary? Don't just tell me about the EV revolution, as I said I've lived in North America so I don't need you to tell me.

Further facts : there is commentary that the cost of a Tesla battery pack will go from $35,000 to $9,000. Do you really think that's good for input costs in all let alone Graphite?

Graphene at the moment is nothing more than a laboratory experiment. I wouldn't factor that into your demand.

Quote from the Graphex presentation in early October page 7 : "Given 60% loss during spheritisation, it is clear why coarse flake graphite cannot be feasible given the price of coarse flake plus processing costs exceeds the uncoated spherical graphite sale price."

Finally, a quote again from the Morgan Stanley report : "An interesting point highlighted during our recent conference call with an anode producer highlighted a natural graphite producer in China adding capacity for synthetic graphite to target the BEV market. Currently 3C electronics (Consumer, Communication and Computers) use anodes fully composed of natural graphite because energy density is the key driver for these devices."

BTW I'll reiterate again Apple has gone to synthetic. Remember Apple are the kings of profit so switching to synthetic I believe means nothing to the bottom line.

Having lived in North America the Toyota Prius (which if you've been here cabs and Ubers everywhere use) run 61mpg. They get about 600 miles per tank (approx 960kms) and cost about $24 to fill up. Don't need charging and fully financed can be bought for $230 per month. Tell me how that compares to your EV where the battery pack cost $35k and you never need to bother charging it.

BTW I also attended the graphite conference in Perth this year when I was planning my relocation back and sadly Stephen Hunt was by far the worst presenter on the day.

Have you met him?

This structural change that everyone calls it is 5 to 10 years away.

You are a shareholder in a junior ASX company which burns money.

They are the facts. Happy to have you provide some of your own. I joined this forum because I wanted to learn but obviously you can only talk the way of the majority.

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************ What a load of one-sided GARBAGE !! *******************************

VRC Price at posting: 6.8¢ Sentiment: Buy Disclosure: Held
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