Grafite e grafene i materiali del futuro ? - Pagina 96
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  1. #951

  2. #952
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    Non ci sono notizie fresche nel mondo della grafite. Se avete letto l'articolo postato da Prezzemolo, avrete notato che Lomiko Metals prevede un costo di produzione della grafite di 406 $ alla tonnellata e un prezzo di vendita di 916 $. Io ero rimasto ad un prezzo della grafite di circa 1.300 $, ma sappiamo bene che, non essendoci una borsa che la tratta, i suoi prezzi oscillano parecchio.
    Una cosa che mi conforta è che l'investor relator di una azienda canadese di esplorazione, ha previsto che uno di questi giorni il prezzo della grafite dovrebbe esplodere verso l'alto.
    Dopo tanti anni di presenza in borsa ho imparato solo una cosa: non fidarmi troppo di quello che dicono i dirigenti delle società, specie se sono anglosassoni, quindi questa previsione è da prendere con le molle, ma resta il fatto che se davvero il futuro dell'auto sarà elettrico, la richiesta di grafite salirà alle stelle e le nostre aziende di esplorazione diverranno aziende di estrazione.
    A mio modesto modo di vedere aziende come Mason Graphite, Northern Graphite e Next Source Materials, si stanno muovendo molto bene, con importanti accordi e investimenti.
    Insomma le prospettive sono più che buone, ma sappiamo che, specie in borsa, nulla è certo.
    Ultima modifica di Implacabile; 16-06-22 alle 15:16

  3. #953
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    Northern Graphite Appoints Government Relations Advisor


    June 16, 2022: Northern Graphite Corporation (NGC:TSX-V, NGPHF:OTCQB, FRA:ONG, XSTU:ONG) (the “Company” or “Northern”) is pleased to announce that the Company has engaged Navigator Limited, a public affairs advisory firm, to assist the Company in securing government support to advance its operations in Canada, specifically:

    Financing construction of the Bissett Creek graphite mine in Ontario
    Extending the mine life and expanding production at the producing Lac-des-Îles graphite mine in Quebec
    Building a manufacturing facility in Canada to convert mine production into battery anode material

    The federal government and the provinces of Quebec and Ontario have all strongly expressed their support for the critical minerals industry in recognition of its importance to the green economy. All have announced programs to promote both mine production and value added processing.

    “Northern is well positioned to participate in the development of the critical minerals industry in Canada,” said CEO, Hugues Jacquemin. “Graphite is one of those critical minerals and as the largest component of a lithium ion battery it requires the largest production increase of any battery mineral to meet forecast EV demand. Northern’s Lac-des-Îles, Quebec mine is the only significant graphite producer in North America, Bissett Creek is one of the most advanced critical minerals projects in Canada, and soon the Company will have graphite production from Namibia which can be transformed into battery material in Canada,” he added.

    About Northern Graphite
    Northern Graphite is a TSX Venture Exchange listed Canadian company focussed on becoming a world leader in producing natural graphite and upgrading it into high value products critical to the green economy including anode material for LiBs/EVs, fuel cells and graphene, as well as advanced industrial technologies.

    Northern is the only significant graphite producing company in North America and will become the third largest non-Chinese producer when its Namibian operations come back on line in the first half of 2023. The Company also has two large scale development projects, Bissett Creek in Ontario and Okanjande in Namibia, that will be a source of continued production growth in the future. All projects have “battery quality” graphite and are located close to infrastructure in politically stable countries.

    About Graphite
    Graphite is a natural, pure form of carbon. It is not a carcinogen and because it is not burned, it is not a source of CO2. Graphite has many industrial uses as a light weight reinforcement, conductive additive and fire retardant. It has come to prominence because it is the largest component of a lithium ion battery (and an important one in fuel cells), and it requires the largest production increase of any battery mineral to meet forecast EV demand. And China dominates production and processing. For these reasons it is recognized as a critical mineral by the US, EU and Canada.

    About Navigator
    Navigator Limited is Canada’s leading high-stakes public strategy, communications and government relations firm with mandates from Canada's top publicly traded and privately held companies, boards, family offices, governments, investors, universities, hospitals and third-sector organizations.

  4. #954
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    Northern Graphite Announces May Operating Results

    June 23, 2022: Northern Graphite Corporation (NGC:TSX-V, NGPHF:OTCQB, FRA:ONG, XSTU:ONG) (the “Company” or “Northern”) is pleased to announce the successful integration and corresponding unaudited sales and operating results from its recently acquired Lac des Iles (“LDI”), Quebec graphite mine in its first month of operations under Northern’s ownership. Highlights include:

    Sales1
    Tonnes Shipped: 1,085
    Tonnes Sold: 965
    Sales US$: 1,537,356
    Average Selling Price US$ per tonne: 1,593

    Operations
    Tonnes Mined (Ore + Waste): 114,391
    Tonnes of ore processed: 19,701
    Tonnes of graphite concentrate produced: 1,281
    Process plant recovery: 89.5%
    Process plant utilization rate: 87.2%

    Other
    No lost time accidents
    No serious environmental incidents
    Agreement reached on new four-year union agreement

    1. All figures are preliminary and may be subject to material, quarter end closing adjustments

    During the month of May, Northern shipped 1,085 tonnes and 965 tonnes were sold for total revenue of US$1,537,356 at an average price of US$1,593 per tonne. Although most of the volume from the Lac des Iles mine is contracted on an annual basis, in early June, Northern received a spot order for 152 tonnes of its 80x150/95 grade at US$1,900MT to be shipped in July. This shows the market is tightening for this type of product in North America. Currently Northern has a backlog of orders for 880 tonnes with a value of US$1,528,000.

    At the Lac des Iles mine and processing plant, 19,701 tonnes of ore were processed with a graphite recovery of 89.5% to produce 1,281 tonnes of final concentrate. The plant currently operates on a 24 hour/day, 5 days/week cycle. In May plant availability was 87.2%, primarily due to shutdowns for the replacement of the crusher feed bin grizzly and repairs to one of the cleaner flotation circuits. With improved maintenance, elimination of a few small bottlenecks, and a seven-day operation, Northern believes the plant can produce up to 25,000 tonnes per year (tpy) of concentrate.

    Northern is also pleased to report that the Company has started to explore the area for additional sources of ore to extend the Lac des Iles mine life. Although still early, these searches look promising both on the current mine site and on adjacent properties. Furthermore, the due diligence process continues at the Mousseau West property, which was optioned earlier this year. It is located 80 kms from Lac des Iles and within economic trucking distance. Mousseau West already contains a substantial drilled resource. A decision on exercising the option will be made ahead of schedule in July or early August.

    The average selling price of LDI concentrates has historically been in the order of US$1,500/tonne which translates into potential annual revenue of US$22.5 million at 15,000tpy and US$37.5 million at 25,000tpy. LDI has traditionally received a premium over published prices due to the high quality of its flake graphite and by selling smaller quantities to loyal, long-term customers as well as providing a secure source of local supply with just in time inventory management. Cost data will be provided when second quarter results are announced. The Company has recently received multiple spot orders from non traditional customers at higher prices which indicates a tightening in market supply.

    Northern is also pleased to announce that it has reached agreement on a new four-year contract with the approximately 36 union employees who work at LDI. The Company provided a significant cost of living adjustment, defined severance obligations and increased benefit coverage to 100% of costs. A formal contract is expected to be signed in the coming weeks.

    “It is very encouraging to see how quickly our team has been able to integrate the recently acquired Lac des Iles mine since the transaction closed on April 29th. With a new Union contract, strong production, shipping and sales data as well as an indication that the market for graphite is tightening, we are poised for a strong finish to the year,” said CEO Hugues Jacquemin. “The transformation of Northern Graphite continues and with the first pieces of equipment being ordered for our Namibian facility as well our first employees starting at the Okorusu processing plant last week, we look forward to continued growth whilst creating a bright future for our employees and shareholders.”

  5. #955
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    Primo vero fatturato

    Finalmente, almeno una delle nostre junior mining (Northern Graphite), ha fatto del vero fatturato; poca cosa a dire il vero, ma è solo l'inizio.
    Comunque la cosa più importante è il prezzo di vendita della grafite: quasi 1.600 $ alla tonnellata, con punte di 1.900 $ per quella di più alta qualità.
    Quindi riscontriamo che, a differenza del grafene il cui prezzo è letteralmente crollato, la grafite viaggia su ottimi livelli di prezzo.
    Ora dobbiamo augurarci che tutte le giga-factory previste, vengano realmente realizzate e portino così la richiesta di grafite alle stelle.

  6. #956
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    Negli ultimi tempi abbiamo assistito ad un vero crollo delle quotazioni delle aziende legate alla grafite. E' come se il mercato non creda che le nuove auto saranno equipaggiate di batterie, il cui maggiore elemento è la grafite. Vedremo chi ha ragione: se noi che ci crediamo, o chi pensa di no. Per il momento stanno vincendo i secondi, ma si sa, ride bene chi ride ultimo.

  7. #957
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    Citazione Originariamente Scritto da Implacabile Visualizza Messaggio
    Negli ultimi tempi abbiamo assistito ad un vero crollo delle quotazioni delle aziende legate alla grafite. E' come se il mercato non creda che le nuove auto saranno equipaggiate di batterie, il cui maggiore elemento è la grafite. Vedremo chi ha ragione: se noi che ci crediamo, o chi pensa di no. Per il momento stanno vincendo i secondi, ma si sa, ride bene chi ride ultimo.
    ciao Pizzo

    tutto è crollato in questi ultimi due mesi
    la stessa REMX che è un insieme di 20 aziende ha perso il 40% da aprile

    forse eravamo in bolla o forse le varie cause che sappiamo (recessione - guerra) hanno portato queste aziende ad un sell-off ingiustificato

    non è facile gestire questa situazione.

    a me prude il dito sul buy, ma attendo segnali grafici piu' confortanti.

  8. #958
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    Alla ricerca di Nichel, rame e cobalto

    Northern Graphite Commences High Resolution VTEMTM Plus Airborne Survey
    on South Okak Ni-Cu-Co Project

    June 29, 2022: Northern Graphite Corporation (NGC:TSX-V, NGPHF:OTCQB, FRA:ONG, XSTU:ONG) (the “Company” or “Northern”) is pleased to announce the commencement of a high resolution, horizontal magnetic gradient and electromagnetic (“VTEMTM Plus”) airborne survey on its South Okak Ni-Cu-Co Property in Labrador. Geotech Ltd. of Aurora, Ontario has been commissioned to carry out the VTEMTM Plus survey over the entirety of the South Okak Property. Approximately 1,450 line kilometres of data will be collected. The survey will provide better definition of all known targets on the Property, potentially uncover new targets and provide valuable information in preparation for the Company’s 2023 Phase 1 drill program. All permits have been received from the Newfoundland and Labrador and Nunatsiavut Governments to commence the survey.

    The South Okak Property consists of 473 claims covering 11,825 hectares that are prospective for magmatic nickel sulphide deposits similar to Vale’s Voisey Bay Mine which is located 80 kilometers to the south. The South Okak area returned some of the best intersections outside of Voisey’s Bay in the 1990s with limited follow up due to a subsequent decline in nickel prices. Exploration efforts during Northern’s 2021 program confirmed the presence of significant Ni-Co-Co values from numerous gossans on the Property. Geological work during 2021 has also helped to better define structures and controls on mineralization at South Okak which enabled the airborne survey to be better oriented to maximize detection of EM conductors related to mineralization.

    “South Okak adds an exciting exploration element to the Company and provides potential diversification into other high demand battery minerals,” commented Hugues Jacquemin, Northern’s CEO.

    Northern has an option to earn up to an 80 per cent interest in the South Okak Property by spending $1.5 million on exploration over four years and making milestone payments of $550,000 in cash and shares (see June 8, 2021 Press Release).

    About Northern Graphite
    Northern Graphite is a TSX Venture Exchange listed Canadian company focussed on becoming a world leader in producing natural graphite and upgrading it into high value products critical to the green economy including anode material for LiBs/EVs, fuel cells and graphene, as well as advanced industrial technologies.

    Northern is the only significant graphite producing company in North America and will become the third largest non-Chinese producer when its Namibian operations come back on line in the first half of 2023. The Company also has two large scale development projects, Bissett Creek in Ontario and Okanjande in Namibia, that will be a source of continued production growth in the future. All projects have “battery quality” graphite and are located close to infrastructure in politically stable countries.

  9. #959
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    La strage delle aziende della grafite e del grafene

    In questo primo semestre 2022 si è consumata in borsa la strage delle quotazione delle aziende del grafene e della grafite.
    Se per quelle del grafene è comprensibile, in quanto il prezzo del grafene è crollato a livelli da fallimento, il prezzo della grafite si è invece mantenuto su buoni livelli (vedasi la vendita di grafite da parte di Northern Graphite a quasi 1.600 $ la tonnellata).
    Forse il calo è dovuto al fatto che tutte le materie prime sono scese parecchio e quindi per "solidarietà" è sceso anche quello delle aziende della grafite.
    Avete previsioni per la fine dell'anno ?

  10. #960
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    Ciao
    Previsioni per fine anno adesso è complicato, io attendo settembre - ottobre per capire , avere almeno un'idea di cosa potrà accadere a fine anno e non solo per grafite e metalli rari.

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