Graphite Market

Originally posted by Graphite ↑

I hope all of you folks are enjoying all your graphite market discussions. My concern is none you are really understand the natural graphite market.

Let me help you understand

95 % or greater of the Jr. Graphite Mining Companies are over valued. The net result is most Jr Graphite Mining companies are worthy more never getting into the graphite market.

90% or greater of the Jr. Graphite Mining Companies do not understand the real natural graphite market and how difficult it is to make a profit in.

The Natural Graphite Market does not need any graphite mines over 25,000/mt capacity and only opportunity for Jr Graphite Mining companies that want to mine over 25,000/mt per year require a take or pay contract from a Graphite anode battery producer or battery company in order to even consider building a graphite mining business.

Ask yourself why hasn't the largest Natural Graphite Company Asbury Graphite Mills, Inc. invested in any graphite mines. Asbury Graphite Mills, inc. has 120 years experience in the Natural Graphite Market and if you heard their CEO Stephen Riddle and seen some of his many presentations you agree with what I am saying.

Graphite companies like Asbury is just sitting back and waiting for these new graphite mines to go bankrupt and then they can make an investment in them for 1/10 the amount the original investors have invested.

Wake up folks smell the roses. Graphite market is already way overvalued.

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this posts sounds like old information (from 29/5/2012) since most graphite companies have taken a beating share price wise thus are not overvalued (despite probably continuing to head south).

for example, the TON valuation of $60M may sound high but, in reality, based on its in ground tonnage, the market has written it off. AXE, BUX, LMB and SVM are other examples of companies written off by the market, it seems, with sub $20M and $10M market caps

Stephen Riddle said on 24/11/14 that: "the market is not ready for any graphite mines with much over 25,000 tonnes of annual capacity."

seems like MNS proved him wrong, with its 180,000 in annual offtakes

why don't you contact your mate Stephen and ask him about MNS?

thanks

SR: That’s a good question. With new graphite mines opening up outside of China, and the fact that the market hasn’t been really growing lately, I’m going to say that in certain grades, especially the lower-purity grades (less then 93 percent carbon), there’s probably going to be a surplus in supply.

In the higher carbon grades (94 to 97 percent purity), the supply will be bit closer to demand due to the fact that the new graphite mines most likely won’t be able to produce higher-carbon material — initially, at least.

So you’ll probably see more of a decrease in prices in the lower carbon grades and then a holding of prices, or the potential for a small increase in prices, in the higher carbon grades, depending on supply versus demand.

http://graphiteinvestingnews.com/9035-asbury-carbons-stephen-riddle-graphite-china-tesla/

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