that is some deep insight @ddzx Thank-you SVM have spruced up...

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banksy808

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02/04/17

15:27

Post #: 23798880
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Originally posted by ddzx ↑

SVM has a $18M market cap, so easy upside

unlike SYR, SVM have lots of jumbo flake, which can be sold to traditional markets, such as refractories

unlike SYR, SVM can produce very high purity concentrate, which can be sold at a premium

this means they could probably easily get $1,200 to $1,500/t compared to an assumption of $800/t for SYR, which gives SVM a 70 to 90 cent target based on a 50ktpa operation at $300/t opex

MNS & SYR were highly priced based on very large production scenarios

i think graphite obviously currently has overcapacity, which is why none of these companies have solid offtake agreements & why SYR equity funded their mine (rather than could borrow)

SVM certainly can adopt a K-Mart strategy of undercutting the other producers

SVM can target a small mine of 50ktpa but still have lots of upside

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that is some deep insight @ddzx

Thank-you

SVM have spruced up their website and presenting this week in hong kong.

I really like the sound of their story and ddzx has confirmed my thoughts.

Great few months coming up

SVM Price at posting: 8.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 73.0¢		Change 0.025(3.55%)		Mkt cap ! $472.2M

Open	High	Low	Value	Volume
70.5¢	73.0¢	70.5¢	$169.4K	236.5K

Buyers (Bids)

No.	Vol.	Price($)
5	8269	72.0¢

Sellers (Offers)

Price($)	Vol.	No.
73.0¢	5585	3

View Market Depth

No.	Vol.	Price($)
5	8269	0.720
3	18369	0.715
5	7958	0.710
4	12654	0.705
4	16819	0.700

Price($)	Vol.	No.
0.730	3012	3
0.735	23338	3
0.740	20747	5
0.745	50568	2
0.750	246209	1

Last trade - 11.51am 14/07/2025 (20 minute delay)

SVM (ASX) Chart

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that is some deep insight @ddzx Thank-you SVM have spruced up...

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