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 | |
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| davon Heute: | 23 | |
bewertet mit 9 Sternen |
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Nächste, größere Unterstützung im Bereich von 2,70-2,50 CAD
Production Costs Need to Drop to Support Widespread Graphene Use
Graphene, derived from graphite, is touted as the wonder material of the 21st century. Composed of carbon atoms arranged in tightly-bound hexagons just one atom thick, it is the strongest material ever measured, about 200 to 300 times stronger than steel. It conducts electricity, is one of the most lightweight materials known to man, and researchers say the material will have a profound impact on several industries, including autos, airlines, electronics, batteries, and beyond. Many researchers say that graphene is most likely to replace silicon..
http://resourceinvestingnews.com/...idespread-graphene-use.html
Northern Graphite Corp. (TSXV:NGC,OTC Pink:NGPHF) said in February that it will supply extra large flake graphite to Grafen Chemical Industries for graphene research. Northern also entered a deal to develop intellectual property rights, and will retain a 50 percent interest in the North American patent rights to any products and processes developed by Grafen.
One of the concerns about the graphite industry is that more than 70 percent of the mineral is produced in China, and the country’s graphite producers are calling on the government to allow graphite the same protection as rare earth. If that were to happen, a disruption in graphite supply could send prices higher.
“Much of the intellectual property and ‘know-how’ surrounding graphene – how it’s manufactured and its uses – exists outside of China, so it’s important for graphite mines outside of China to come on-stream soon to ensure a ready and steady supply of raw materials for end users in western countries and researchers involved with graphene,” Berry said.
According to a market analysis by research firm Technavio, investing in graphene is forecasted to produce a compound annual growth rate of 58.7 percent from 2015 t0 2020. The report points out that the main area of concern currently lies in the high cost of producing graphene.
Despite the hurdles, companies and governments are pumping billions of dollars into graphene research in the hope that they can benefit from the wonder material. Nearly 200 firms, including Intel, IBM, BASF, and Samsung, are invested in graphene research. The European Union and South Korea each have a $1.5 billion initiative to build industrial-scale display materials using graphene as a substitute for indium tin oxide. And the UK government last year granted 50 million pounds to the University of Manchester to create a technology hub to commercialize graphene.
Batterien: http://www.finanzen.net/nachricht/aktien/...thium-Ionen-Akkus-1778479
In der folgenden Grafik kann man sich sehr gut anschauen, welchen positiven Einfluss die Produktion von den hochwertigen Spherical Graphite Produkten auf die gesamte Produktion, die Gewinnaussichten und die Margen haben wird.
Northern Graphite wird für die Konstruktion der Mine mindestens 70-80 Millionen USD benötigen. Demnach werden wir in Q3-Q4 2012 eine größere Finanzierung sehen. Kann mir gut vorstellen, dass sie versuchen den Aktienkurs Richtung 4-5 CAD zu bekommen, dann wäre die Verwässerung moderat.
Northern Graphit ist voll auf Kurs!
Kenn das. Manchmal muss man mal ein bisschen abwarten und Geduld haben auch wenn ich das selbst manchmal nicht habe. Aber hier sehe ich wieder ne gute Kaufgelegenheit. War klar, dass irgend wann ne Korrektur kommt ...bei dem Chart!!
Nur mal so zur Info, wie sich der Kurs entwickelt hat:
http://www.comdirect.de/inf/aktien/detail/...mp;BRANCHEN_FILTER=false
Wie bei Standard Graphite auch bei Northern Graphite eine gesunde Konsoliderung. Eines ist sicher: Die Volatilität wird hoch bleiben!
Wir werden diese Woche noch einige Reports und Statements zur aktuellen Graphene-Konferenz in Brüssel lesen können. Währenddessen gibt es im Graphene-Segment weitere, sehr interessante Entwicklungen, die ebenfalls für Northern Graphite von Bedeutung sind:
Graphene Cooling
While we await news reports from the Graphene 2012 International Conference in Brussels, more later in the week, there was major news announcement from North Carolina State University that holds out promise for superfast integrated circuit processors for computers and smart phones and other consumer electronics. Better yet, the solution seems to be cheap and relatively easy to bring to market products quickly. Needless to say, the solution involves using some graphene.
Adding a little nano-graphene to copper or indium heat spreaders on chips resulted in significantly improved and faster heat transfer. Heat being a big limiting factor in high-clock rate single core processors. If further testing holds up, super-fast processors could be about two years away from commercial exploitation. Not a long time as big advances in new technology go.
Mix of Metal and Graphene Cools Chips
Samuel K. Moore / Mon, April 09, 2012
Engineers at North Carolina State Univeristy report in Metallurgical and Materials Transactions B that they’ve found a better way to get the heat out of ICs. They say that flakes of the 2-dimensional wonder material graphene mixed with either indium or copper conducts heat much better than metal alone. Keeping chips cool lets you run them at a higher clock rate. In fact, how much heat chips generate was one of the motivations to moving from high-clock rate single core processors to lower clock-rate multicore ones.
The NC State researchers were working on a part of the chip package called a heat spreader. This is a layer of copper that conducts heat away from hot spots on the chip, evening out the overall temperature, and passing the heat on to a fin-shaped heat sink. The graphene-copper composite conducted heat well enough to cool 25 percent faster than pure copper (at room temperature: 380 watts per meter Kelvin for copper versus 460 watts per meter Kelvin).
You’d expect that adding a little nano to the mix would add lot of dollars to the cost. Not so here: “The copper-graphene composite is also low-cost and easy to produce,” says Jag Kasichainula, an associate professor of materials science and engineering. “Copper is expensive, so replacing some of the copper with graphene actually lowers the overall cost.”
Graphene is a hot material in the semiconductor device realm, but it’s ability to conduct heat has been under scrutiny for a while, too.
More: http://spectrum.ieee.org/tech-talk/semiconductors/...hene-cools-chips
Thermal Conductivity of Copper-Graphene Composite Films Synthesized by Electrochemical Deposition with Exfoliated Graphene Platelets
Link: http://www.springerlink.com/content/a37278h306844933/
Die folgende Grafik verdeutlich, welche immensen Vorteile die Produktion von dem hochreinsten Graphit-Produkt hat. Mit der höchsten Reinheit (99,9%) kann man auf dem Weltmarkt die 10-20fache Preise des Large Flake Types erzielen!
NORTHERN GRAPHITE (V-NGC) $2.33 -0.41
GRAPHITE ONE (V-GPH)
.295 -0.02
FLINDERS RES. (V-FDR) $2.33 -0.16
We go to Mike Halvorson, veteran mining man for a little
hand holding after all the ugliness in the resource sector of
the last while and he reiterates his faith in the graphite sector
with his two picks of Northern Graphite and Flinders Resources...
both had a huge run a while ago and quite a correction
in the last few days.
Anyway, that Q&A with Mike should be published in the
next two or three days.
Meanwhile, John Greig, founder of New Zealand Energy
and a veteran mining guy is back from Hawaii and when we
ask him what junior stock he might be looking at, he picks
an old Halvorson pick...Graphite One is the old Cedar Creek,
a large flake graphite play right on the coast of Alaska.
Greig says be sure you take a look at their website.
Never Mistake Intelligence for a Bull Market: George Ireland
TICKERS: BAA, CNL, GWG; GWMGF, LAC; LHMAF, LON; LN, NGC; NGPHF
Source: Brian Sylvester of The Gold Report (4/9/12)
George Ireland, portfolio manager with Boston-based Geologic Resource Partners, believes in seeing what he invests in and his passport bears witness: 80 countries visited in five years. From Africa to Argentina, from gold to lithium and graphite, he and his team seek out companies with experienced management, promising geology, good infrastructure and strong cash flow. Ireland shares his views on issues facing the mining industry in all corners of the world in this exclusive Gold Report interview..
..
TGR: What are your investment themes for non-precious metals equities?
GI: One of our major themes is in what we call "green metals," metals that will benefit from the environmental issues associated with global warming and climate change. An example is the lithium/graphite complex.
Lithium Americas is one of the most advanced brines project in South America, producing lithium using brine technology and solar evaporation—a very low-cost production method. We expect it to be among the first to market, in relatively due course.
And because lithium batteries utilize graphite in their anodes, we started to look at graphite producers. One of the most intriguing projects is Northern Graphite Corp.'s (NGC:TSX; NGPHF:OTCQX) Bissett Creek in Northern Ontario. The management team has the right combination of geologic, mining and marketing smarts. We became a cornerstone investor.
TGR: You have done well; since August Northern Graphite's share price probably rose about 300%.
GI: There is an old adage, "never mistake intelligence for a bull market."
TGR: So, is it a bit too frothy right now?
GI: It depends on your view for graphite. We fundamentally believe in the green metal theme and have decided that the lithium/graphite complex will be a winning technology.
If you believe market penetration for electric vehicles will be in the 3–4% range over the next 5–10 years, graphite prices will have a lot of upside. If you believe in market penetration rates of 10–15%, graphite prices will have to be that much higher in order to bring out the amount of material needed.
TGR: As an institutional investor, can you offer any wisdom to retail investors wondering if they should stay in the mining equity space?
GI: The generic advice to any investor in any business is to know what you are investing in. Know whom you are investing with. Do your homework.
Structure your investments appropriately relative to your risk profile. That is essential for institutional or individual investors in this high-risk, potentially high-return sector.
TGR: George, thank you for your time and your insights.
Brandneues Interview mit dem Senior-Analyst des milliardenschweren Encompass Fund über die Situation und Aussichten im Graphit-Sektor. Langsam aber sicher wird die Investmentwelt aufmerksam!
Northern Graphite wird als Vorreiter sehr positiv erwähnt!
Das komplette Interview ist sehr zu empfehlen!
Investing in Graphite's Growth: Kevin Puil
TICKERS: FMS, MEGA, NGC; NGPHF, SGH, SER
Source: Brian Sylvester of The Critical Metals Report (4/10/12)
As the boundaries of technology continually expand, so does the demand for graphite. With uses developing and supply mainly controlled by China, prices for graphite should continue to climb, says Kevin Puil, senior analyst for the Encompass Fund and portfolio manager with San Francisco-based Malcolm H. Gissen & Associates. In this exclusive interview with The Critical Metals Report, Puil shares some junior miners set to soar alongside demand..
..
TCMR: What are some graphite equities that meet those criteria?
KP: I've taken a position in a couple and am in the process of evaluating a few more. Northern Graphite Corp. (NGC:TSX; NGPHF:OTCQX) is definitely one of the top companies on my list. It has an excellent management team. Its entire Bissett Creek deposit in Ontario is flake graphite, which sets it apart from a lot of the deposits out there. It has great infrastructure nearby, including power, gas, roads and a small community. It's good, high-quality flake graphite that is going to be open pittable. Its operating costs aren't going to be on the low-end, but its flake size and purity should ensure that it will fetch a very high price per ton for its concentrate, making for a very profitable operation. I'm awaiting its feasibility study, but anticipate that it could be ready to begin construction next year.
TCMR: Do you expect to see graphite offtake agreements, as has take place in the rare earth space?
KP: Yes; because graphite doesn't trade on an exchange, like copper futures or gold, end consumers must secure graphite feed from a producing mine. I absolutely think that you'll see offtake agreements in the graphite space.
TCMR: What about Northern Graphite? Given its success in the market to date, is an offtake agreement probable?
KP: Sure, it could structure an offtake agreement. Because there are no operating mines in the U.S. and Northern Graphite is close to lines of transportation and infrastructure, I could see the company having an offtake agreement with a U.S. company and easily shipping the concentrate to it. That wouldn't surprise me at all..
Quelle: http://www.theaureport.com/pub/na/13044
Sehr interessant:
"TCMR: Do you expect to see graphite offtake agreements, as has take place in the rare earth space?
KP: Yes; because graphite doesn't trade on an exchange, like copper futures or gold, end consumers must secure graphite feed from a producing mine. I absolutely think that you'll see offtake agreements in the graphite space."
Schön, wie du dich immer ins Zeug legst! Vielen Dank für dein Bemühen 
bei einer MK von ca. 66 Mio. seh ich persönlich ein Potential bis hin zu einer Mk von 150 - 200 Mio. ...nur meine persönliche Meinung und auch ohne fundamentale Daten begründet!