Even though graphite companies have been ever increasing blips on investors’ radar screens over the past couple of years, the space got a massive visibility and validation boost when the already iconic Tesla Motors announced its planned lithium ion battery gigafactory to be completed by 2017 to support the demand for its new Tesla Model S.
It’s partnering with Panasonic and initiatives by rival behemoths such as Samsung and others will undoubtedly add to the interest both for graphite and tech derivative grapheneGraphene is an allotrope of carbon, whose structure is one-atom-thick planar sheets of sp2-bonded carbon atoms that are densely packed in a honeycomb crystal lattice..
Without reciting readily available facts, the bottom line is that Telsa is projected to use 30k tons of battery grade spherical graphite derived from 102k tons of feedstock. At the moment, only 80k tons of the high-grade natural flake mineral necessary is being produced annually. And given that the cost per ton of synthetic graphite is roughly double that of natural flake, the future growth may well belong to the latter as more mines come on-stream.
“Investors need to understand that the impressive growth will ultimately come from graphite/grapheneGraphene is an allotrope of carbon, whose structure is one-atom-thick planar sheets of sp2-bonded carbon atoms that are densely packed in a honeycomb crystal lattice. technology applications such as 3D printing,” stated A. Paul Gill, CEO of Lomiko Metals (LMR) (pinksheets:LMRMF) (frankfurt:DH8B). “Lomiko not only has first class mineral properties, but also intends to be an incubator of grapheneGraphene is an allotrope of carbon, whose structure is one-atom-thick planar sheets of sp2-bonded carbon atoms that are densely packed in a honeycomb crystal lattice. technologies. The recent successful market debut of GrapheneGraphene is an allotrope of carbon, whose structure is one-atom-thick planar sheets of sp2-bonded carbon atoms that are densely packed in a honeycomb crystal lattice. 3D Labs, of which LMR owns 11.23% or 4.4 million shares, has been a solid proof of concept that our aggressive plans to seek out the best opportunities deliver exceptional shareholder value.”
