Short Term Trading Week Starting: 14th Dec, page-224

SOURCE: http://hotcopper.com.au/threads/sho...660847/page-193?post_id=16640152#.VnOJylLdXTp

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This excellent post by Herc covers a number of very exciting points while leaving off many other exciting points!!!



- http://hotcopper.com.au/threads/warwick-grigor-in-the-house.2662364/#post-16627484


- http://hotcopper.com.au/threads/first-graphite-germany-is-ahead-of-australia.2657531/#post-16595551


- http://hotcopper.com.au/threads/first-graphite-new-holders.2660118/#post-16595409


- USGS data shows Sri Lankan graphite has maintained premium over flake over the last six years


- During the same period graphite production increased by 49%


- Sri Lanka’s portion has never exceeded 0.50%


- Suggest specialized markets for SL graphite means pricing remains constant


- Only two mines producing meaningful quantities at basically the same levels for the last 1


- SHOULD be high end electronic and renewable energy products


- However it has continued to be the traditional markets which have existed for many years


- Our shared vision with the Sri Lankan government is to value-add to the high-purity graphite for products such as spherical graphite and graphene


- Only limited testing has ever been done on SL graphite for spherical or graphene production


- First Graphite tests on both these applications gave excellent results


- Annual global production increased by ~50% between 2009 and 2014 from 746k to 1.1mtpa


- Yet Sri Lankan production only increased by 1,600tpa over the same period


- Adding 1,600 to a market increase of 364k tonnes not a major intrusion


- Pricing of a premium product in not put under pressure


- See premium pricing continuing while projected new flake production continues to put flaker prices under pressure


- Peak Sri Lankan production was 33,411 tonnes in 1916


- Current production <20% of that level


- Some new operators claiming production of up to 12,00tpa from a single operation


- History and geology are against such claims


- They are fanciful and misleading:

Sakura – Ragedara Mine
Bora Bora
Lanka Graphite


- Highest quality natural graphite in the world


- Produces high quality graphene, comparable with the quality of graphene prepared by synthetic routes


- High quality management, employees and training


- Hold 26,600 ha in highly prospective graphite provinces


- Complete infrastructure at Pandeniya for first production in early 2016


- Acquired own diamond core rig to accelerate exploration


- Commenced construction of a further two sets of mining infrastructure at Aluketiya – also set for first production in early 2016


- Advanced program for graphene testing at the University of Adelaide


- Future for the Sri Lankan vein graphite industry is exciting


- Production of a unique, high grade, high value product which will be able to be used in new disruptive technologies


- Unique quality of the raw material and its exceptional properties will see it continue to command a premium price


http://hotcopper.com.au/threads/ann...onference-presentation.2658038/#post-16577018

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Research Reports

	Column 1	Column 2
1	31-08-2015: Graphene - Far East Capital Ltd	5328 kB
2	21-08-2015: MRL - Far East Capital Ltd	4744 kB
3	07-11-2014: Graphite - Future Use	2118 kB
4	07-03-2014: Proactive Investors - High grade graphite in Sri Lanka	766 kB

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Tests Show Very High Graphene Yields

http://www.mrltd.com.au/attachments...ests Show Very High Graphene Yields-PY-V3.pdf


• Graphene Yield percentage (from exfoliated portion of graphite) in excess of 90%.


• Graphene Yield percentage (from total graphite) was in excess of 43.6%. With optimization MRL
anticipates the total yield to approach the TGC of the graphite.


• These results from a leading Australian university are particularly exciting as the tests are preliminary
in nature and expected to improve with optimization.


• The process is extremely quick with graphene produced and completed within ten (10) minutes.

Following on from the ASX release of 13 May 2015, in which the Company disclosed it had achieved outstanding results on the recovery of graphene from MRL’s high-grade graphite ore, the directors are pleased to announce further test work has indicated the Sri Lankan graphite provides a very high graphene yield.

With an exfoliation process time of only 10 minutes, 50% of graphite is exfoliated and gave a graphene yield of >90%. The yield calculation of electrochemically exfoliated graphene from MRL’s graphite will be optimized in future proposed studies.

While MRL is of the view that its high grade graphite ore has a ready market at premium prices, these latest test results suggest that MRL should also be positioning itself as a significant, low cost supplier of graphene to the market.

The very high yields being experienced - much higher than any other company has achieved - place the company in a very favourable competitive position Craig McGuckin said “The result is extremely exciting considering the speed of graphene conversion and yield of >90% when compared to conversion rates of 2% to 12% reported by other listed graphite companies.”


SOURCE: http://www.mrltd.com.au/attachments...ests Show Very High Graphene Yields-PY-V3.pdf

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This Historic news is obviously drawing all the people to the party!!!!


Once again a very excellent post by Herc with so much underpinning the Entry Point of MR Grigor !!!!



WHAT DO YOU THINK ?





Kind Regards

DYOR!!!