Kursrakete Northern Graphite Corp
| eröffnet am: | 02.03.12 18:11 von: | Balu4u |
| neuester Beitrag: | 25.04.21 13:26 von: | Manuelanayja |
| Anzahl Beiträge: | 492 | |
| Leser gesamt: | 92372 | |
| davon Heute: | 23 | |
bewertet mit 9 Sternen |
||
|
|
||
Ich such noch immer den Einstieg *lol* ..im Urlaub glatt verpasst! Würde mich nicht nur auf Northern Graphite konzentrieren, sondern auch Standard Graphite in Betracht ziehen!
warum auch verkaufen?! Da hättest du sowieso keinen Gewinn mehr:
Link - da gehts erstmal auf 3,20 USD zu. Aber keine Sorge, da betreiben sicher bald Einige boddom fishing - mich evtl. eingeschlossen!
"Graphite Sector
Northern Graphite* (NGC : TSX-V : $3.34), Net Change: 0.15, % Change: 4.70%, Volume: 786,402
Fuelling the bull
Over the weekend, China's largest wholesale supplier of fine-grain and high-purity graphite, China Carbon Graphite Group, announced its financial results for the year ended December 31, 2011. Highlights: i) Sales increased 61%; ii) EBITDA increased 92%; iii) Net Income increased 115%; iv) Adjusted Net Income increased 87%; v) Adjusted EPS increased 61%; and, vi) Gross Profit increased 67%. Commenting on the results, China Carbon's CEO, Donghai Yu, stated, "Our full year results in 2011 reflect the outstanding sales growth in our high purity and fine grain graphite products," adding, "In 2012, we are very confident that we will boost our supply of high purity and fine grain graphite products." In other graphite news, Northern Graphite announced that the company has successfully manufactured test quantities of spherical graphite from graphite concentrate produced from the company's 100%-owned Bissett Creek deposit. The spherical graphite has been evaluated in Lithium/graphite battery test cells and the performance of these cells demonstrated that it meets or exceeds current commercial performance requirements and that Bissett Creek graphite does not contain any impurities that negatively affect cell performance. Commenting on the news, NGC's CEO, Gregory Bowes, said, "As a result of work that has been completed over the last two years we can now provide potential strategic and off-take partners with representative test samples of graphite concentrate produced using the same flow sheet that will be employed in a full scale mine, and spherical graphite based on that"
http://www.stockhouse.com/Bullboards/...&r=0&s=NGC&t=LIST
http://www.minenportal.de/unternehmen_rohstoff.php?klid=52
Gesunder, sauberer Chart! Nix, was bärisch aussieht!
Sorry, Italy, hatte glaub ich nur Tradegat, Stuttgart und Frankfurt zur Auswahl.. Euwax kenne ich garnicht :/!
Was sind außerdem 5 Cent, wenn wir bald bei 3,50 Euro stehen :D
Hupps, ja ich hab in Frankfurt gekauft, weil es näher dran ist :D
Sehr interessant!!
Graphen bietet sehr viele Anwendungsmöglichkeiten!
Ersetzt es Silizium??
"Many researchers say that graphene is most likely to replace silicon."
Quelle: http://www.businessinsider.com/...port-widespread-graphene-use-2012-4
Wird auch NGC erwähnt! Beide Ressourcen liegen nahe zusammen!
http://www.resourceinvestor.com/2012/04/04/...rm?t=mining-investments
Northern Graphite’s "Spherical Graphite" Spinning Heads in a Good Way
Received an analyst report this afternoon by Union Securities Ltd. (Philip Ker) outlining a target price for Northern Graphite Corp. (TSXV: NGC | OTCBB: NGPHF) $4.15. With shares trading at $3.09 and a market capitalization of USD$115.9 million, Northern Graphite is an Ottawa-based company that recently closed a $4 million initial public offering at a price of $0.50 per share.
Here are the highlights:
- Northern Graphite’s flagship project is its Bissett Creek graphite property located 100 kilometers east of North Bay, Ontario. Northern Graphite has completed an NI 43-101 preliminary assessment report on the project; has initiated a bankable feasibility study; and has commenced the environmental permitting and mine permitting processes. It is anticipated that mine construction will begin in the third-quarter of 2012 subject to positive results from the feasibility study and the availability of financing.
- Northern Graphite confirms that graphite from its Bissett Creek property is capable of being purified into spherical graphite, which sells at a substantial premium than other forms.
- Prior to this Northern Graphite’s analysis focused solely on the production and sale of flake graphite concentrate. However, based on the production of spherical graphite, this value added product will serve as an additional revenue stream for Northern Graphite.
- What is spherical graphite? According to the report it is “a purified, potato shaped type of graphite that is formed from flake graphite and contains approximately 99% Carbon.” This more pure form of graphite is used in lithium-ion batteries.
- With the confirmation that spherical graphite can be produced from the Bissett Creek project, the project now requires a purification plant in addition to its floatation recovery cycle. Northern Graphite also plans to use its medium flake (-80) sized graphite for use as feed in the purity plant which enables the capitalization of a higher profit margin by using the lower value flakes in its purification process.
- The report estimates an additional capital expenditure requirement of $15 million and notes that despite the high open market prices for spherical graphite its production is cost intensive based on thermal and chemical process requirements. Despite the additional costs, there is a substantial profit margin to take advantage of once engineering studies are complete and it is anticipated that the purification plant will be operational at Bissett Creek in 2015.
*All prices in CDN unless otherwise note. Prices taken at 2:05 PM EST from Yahoo Finance 2012-04-03
http://www.graphiteblog.com/2012/04/...ning-heads-in-a-good-way-.html
80% der Graphit-Ressource besteht aus besonders wertvollem Graphitcarbonat: 50% Jumbo Flake (+48 mesh, 98%C) und 30% Large Flake (+80 mesh, 94%C), mit diesen zwei Graphit-Konzentraten wird Northern Graphite die höchsten Preis erzielen können. Sie arbeiten jetzt verschiedene Technologien aus, um das höchste Graphit-Produkt profitabel produzieren zu können. Einen großen Fortschritt haben sie hinsichtlich des (Test-)Verarbeitungsprozesses zu Spherical Graphite gemacht. Dieses wertvolle Graphit-Konzentrat wird z.B. in hochmodernen Lithium-Ionen Batterien gerne verwendet, und der Preis pro Tonne kann über einem Vielfachen des Large Flake Produktes liegen.
Lifting Target on Spherical Graphite News
EVENT – Spherical Graphite Produced and Tested in Batteries
Yesterday, Northern Graphite announced that the Company has successfully
manufactured test quantities of spherical graphite from graphite concentrate
produced from the Company’s 100% owned Bissett Creek deposit. The spherical
graphite has been evaluated in Lithium/graphite battery test cells and the
performance of these cells demonstrated that it meets or exceeds current commercial
performance requirements and that Bissett Creek graphite does not contain any
impurities that negatively affect cell performance. The cells were made and testing
carried out in a highly qualified, independent laboratory.
IMPACT – Increasing Target Price to $4.40; Leader in the Space
Spherical graphite work confirms NGC is the leading, advanced graphite play in
the group: Spherical graphite is used to make the anodes in Li ion batteries and is
manufactured from the flake concentrate produced by graphite mining operations.
Almost all the world’s spherical graphite is produced in China. Our research
indicates current processes to produce spherical are inefficient and highly polluting.
NGC’s efforts to expand into this fast growing market are promising as the
Company may achieve a first mover advantage by developing an improved
spherical process, and by offering a non-China located source of supply to lithium
ion battery manufacturers.
Increasing target to $4.40: A main reason for our target price increase arises because
of the spherical test results announced. We now include a spherical graphite
production plant in our base case financial estimates, and production from this plant
will ramp higher over time. We have also reduced the discount rate to 10% from 12%
on the NPV of the graphite concentrate facility. Due to NGC’s strong share price
appreciation, less dilution has also been incorporated into our model. Lastly, we
have decided to apply a 1.1x multiple to our $4.00 NAV calculation, to reflect NGC’s
leading position in the hot graphite space.
A LOOK AHEAD – BFS in Next 2 Months; Construction Afterwards
Based on the positive spherical test results, the Company will commence
engineering and design work to define the capital and operating costs of a facility to
upgrade Bissett Creek graphite concentrate into spherical graphite. The objective is
to provide Li ion battery manufacturers with a stable, secure source of supply that is
produced in an environmentally acceptable manner. Filing of the mine closure plan
and completion of the BFS are the next catalysts. Both items are expected within the
next couple of months.
https://secure.mackieresearch.com/...f9d74ef1b47&o=a8bc0b52
Now Is The Time To Invest In Electric Vehicles
http://seekingalpha.com/article/...ime-to-invest-in-electric-vehicles
Die kanadischen Analysten-Häuser heben ihre Kursziele teils drastisch an..
Northern Graphite Corp. (NGC-TSXV), $3.24
Northern Graphite produces spherical graphite
Stock Rating: Speculative Buy (previously Hold)
Target Price: $4.15 (previous: $2.40
Philip Ker, Geol, MBA
416-775-5130
pker@union-securities.com
April 03, 2012
Event
Northern Graphite confirms Bissett Creek graphite capable of being purified into spherical graphite.
Impact
Positive: Increasing stock rating and target price.
Details
Spherical graphite sells at a substantial premium: The recent news announced by the Company has signaled that spherical graphite can be produced from Bissett Creek graphite ore. Prior to this achievement, our analysis focused solely on the production and sale of flake graphite concentrate. After discussions with management, we now believe this value added product will be produced at Bissett Creek as an additional revenue stream. Spherical graphite is a purified, potato shaped type of graphite that is formed from flake graphite and contains approximately 99% Carbon. This more pure form of graphite is used within Lithium Ion batteries and based on current flake concentrate and battery grade material prices on the market, along with positive confirmation of recent tests on ore from Bissett Creek, Northern Graphite is poised to sell a battery grade product at a substantial premium to concentrate as current contracts for battery grade spherical graphite sell at approximately $7200USD/t.
Additionally, the Company aims at using its medium flake (-80) sized graphite for use as feed to the purity plant and thus enables the Company to capitalize on a higher profit margin by using the lower valued flakes in its purification process. We believe over time, an optimal blend of flake feed will be achieved in order to maximize efficiency and revenues of the operation.
Purity plant now needed to maximize potential: With confirmation of production of spherical graphite from Bissett Creek flake graphite, the project now needs a purification plant in addition to its floatation recovery cycle. With limited investigation or engineering design on a plant done thus far, we estimate an additional Capex requirement of $15M. Furthermore, despite high open market prices for spherical graphite, its production does come at a substantial cost. We assume that due to the intensity of thermal and chemical requirements needed in the process that a $1200/t operating cost is justified and would be in addition to the mining and recovery costs of the flake concentrate. Despite the additional costs, there is a substantial profit margin to take advantage of and we believe that once engineering studies are complete, the Company will have an operating purification plant at the Bissett Creek project in 2015.
New assumptions in conjunction with production, processing and corporate forecast:
· Required Capex of $95M to include the $15M needed for the purification plant
· Purification plant coming on-line in 2015, at 20% of production feed rate
· Feed rate to slowly increase to 50% of production as battery grade demand increases
· Selling price of battery grade of $7200/t with operating costs of $1200/t
· Yields of 50% during purification process from medium flake concentrate
· Anticipating a $15M financing at ~$3/sh for 2012 Capex requirements
· Utilizing a 10% discount rate in our DCF and current target price based on 0.8x NAV.
Recommendation
With several upcoming catalysts, along with the quality of the Bissett Creek project, we continue to believe Northern Graphite will evolve as a large flake concentrate and spherical graphite producer within the safe, mining friendly jurisdiction of Ontario. Milestones such as project permitting, Capex financing and off-take agreements should be reached over the coming quarters and present a clear picture for the Company as it moves towards production. Due to our re-valuation of the stock to include the value added component of producing spherical graphite, we are re-rating the stock to a Speculative Buy and are increasing our target to $4.15 from $2.40 based on 0.8x NAVPS.
Risk to outlook: Our 12 month outlook forecasts development of the Bissett Creek project and assumes some equity dilution in order to fund the capital expenditures needed. Any deterrence or delay in the project’s development would negatively impact our outlook. Additionally, since the Company’s future revenues are driven by the sale of graphite, and since Bissett Creek is the Company’s lone operation, a decline in graphite prices or demand, would impact the financial viability of the project and could alter Management’s decision to continue advancing the project.
Philip Ker B.Sc. Geol, MBA
416-775-5130
pker@union-securities.com