B4Bmm another NON- inspiring post from you without any base logic
Do you guys ever get tired of your own BS? and negative nonsense? - the reason why im taking you non Holders on is because its clear to me you waste you time here because you have either got burnt and lost all your money or your just sadistic to the core and like to see other investors suffer - the other could be that your actually buying and trying to get stock cheaper otherwise why would you be on these threads continuously.
I agree that graphite and lithium has come off the boil but its temporary and not a reflection on the actual demand - these things take time to gain momentum as does all new business models . The market is still there and we are positioning ourselves to take advantage of the next move.
DEMAND IS STILL STRONG Graphite demand from lithium ion batteries is expected to more than treble in 4 years
According to Benchmark Mineral Intelligence, the demand for graphite (carbon) used as anode material in lithium ion batteries is set to increase by over 200% in the next four years as global cell production surges on the back of maturing pure electric vehicle demand and the inception of the utility storage market.
New data from Benchmark Mineral Intelligence forecasts the anode market – which is nearly exclusively served by naturally sourced spherical graphite and synthetically produced graphite – to increase from 80,000 tpa in 2015 to at least 250,000 tpa by the end of 2020 while the market could be as large as 400,000 tpa in the most bullish of cases with no supply restrictions.
Taking the most conservative case, Benchmark estimates that over 360,000 tonnes of medium flake graphite will be needed as a feedstock source for the spherical material by 2020. This is nearly a doubling of the flake concentrate market in 2015 should the natural-to-synthetic demand proportions remain the same in 2020.
At present, China produces 100% of the world’s spherical graphite which is predominately sourced from mines in Heilongjiang province in the country’s north-east.
Demand is being underpinned by major expansions in the lithium ion battery industry that are underway worldwide as the sector matures from megawatt plants to gigawatt scale operations.
Benchmark is tracking at least 12 lithium ion megafactories worldwide, seven of which are located in China and two in the US. By far the largest plant under construction is Tesla Motors’ Gigafactory 1 in Nevada – a $5bn investment set to reach its 35GWh capacity by 2020.
However, nearly 70% of new lithium ion battery demand for raw materials will be coming from China as the country’s major cell manufactures, such as ATL and Lishen, expand their operations in a race to become the world’s lowest cost producer.
Investments in new lithium ion battery capacity out to 2020 are in excess of $12bn and rising according to Benchmark data.
This is set to have a significant impact on demand for graphite anode material as cell manufacturers seek to lock up long term supplies of the material. Article source : Benchmark Mineral Intelligence
Huge opportunity for high quality natural graphite suppliers to capture market share
Benchmark Minerals (BMI) believes China, which is the world’s largest supplier at circa 800kt/annum, has hit ‘peak natural graphite production'. As such :
It is unlikely to meet internal spherical graphite needs, let alone global
Supply bottlenecks is apparent for expandable graphite
There is inadequate reserves of large, super and super jumbo sized flake
End users are substituting natural graphite for synthetic graphite (which is less ideal
Benchmark’s analysis suggests most end users prefer natural graphite over synthetic:
Lower impact on the environment and price as it is much cheaper to produce
Higher energy density and power output (applicable for EVs)
Global capacity estimated @ 402GWh by 2020 (vs. 66GWh 2015)
Our experience and contact network is STRONG to position ourselves as a real player in the graphite space .
We have two consumer markets to tap into:
Spherical Graphite - is produced through fine grinding, purification and spheritisation – processing the flat flake into. a sphere of concentrate. It is primarily used to manufacture anodes for lithium (Li) ion batteries. Expandable Graphite - is made by immersing natural flake graphite in a bath of chromic acid, then concentrated sulfuric acid, which forces the crystal lattice planes apart, thus expanding the graphite. The expanded graphite can be used to make graphite foil EXPANDABLE GRAPHITE
consumer electronics, heat and corrosion resistant gaskets, fire retardants, etc
The material is pressed into sheets to create a foil an be cut into shapes and used in a variety of applications. During the expansion process, the graphite retains its excellent inherent properties such as electrical and thermal conductivity and chemical resistivity.
Here below is what our management bring to the table- we have 3 non- binding agreements (1 with Chinas second largest battery manufacturer)
STEPHEN HUNT | NON EXECUTIVE CHAIRMAN
Mr. Hunt has more than 25 years experience in the marketing of steel and mineral products worldwide. His career includes 15 years at BHP Billiton Ltd. where he spent 5 years in the London office marketing minerals to European and Middle Eastern customers.
Stephen has built on his extensive network and developed his own minerals trading company, which has a strong Chinese focus. He brings along with him 15 years of cumulative board experience with ASX listed companies and most recently was a founding director of Magnis Resources Limited.
Coupled with this valuable board experience, a strong marketing background and a proven track record of establishing strong customer relationships, he is ideally suited to steer the company forward. His role at Volt Resources will include the overseeing the potential off-take contracts and investment discussions with strategic end users.
TREVOR MATTHEWS | CHIEF EXECUTIVE OFFICER
Mr Matthews has an accounting and finance background with over 25 years experience in the resources industry including roles with North and WMC Resources in executive-level positions. More recently, his last two roles were as MD for MZI Resources (2012-16) and Murchison Metals (2005-11). During his career Mr Matthews has gained considerable experience managing a number of nascent resource projects through to production.
Consequently, he has extensive executive management experience of feasibility studies, project planning/development, coordination and leveraging capital markets effectively to secure the appropriate mix of debt/equity funding, to successfully complete a mining project.
Mr Matthews role in overseeing an exploration company into production which was valued at approximately $2Bn in market capitalisation was viewed by the Volt Board as an excellent prerequisite. This experience will be valuable to Volt as it moves forward to bringing it’s Namangale project into production. Mr Matthews has a Bachelor of Commerce Degree from the University of Western Australia, a Post Graduate Diploma in Applied Finance and Investment and is a member of the Australian Institute of Company Directors.
Dont forget Eddie Sugar (New York based advisor) providing us with the contacts.
Mr. Hunt has more than 25 years experience in the marketing of steel and mineral products worldwide. His career includes 15 years at BHP Billiton Ltd. where he spent 5 years in the London office marketing minerals to European and Middle Eastern customers.
Mr Matthews has an accounting and finance background with over 25 years experience in the resources industry including roles with North and WMC Resources in executive-level positions. More recently, his last two roles were as MD for MZI Resources (2012-16) and Murchison Metals (2005-11). During his career Mr Matthews has gained considerable experience managing a number of nascent resource projects through to production.
