Graphitexplorer und Quasiproduzenten
ich denke diese Info ist sicher auch hier von Interesse
http://www.stockhouse.com/Bullboards/...2898&l=0&pd=2&r=0
wenn das offiziell bestätigt wird denn ist das eine Hammermeldung :-)
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/...port-widespread-graphene-use.html
siehe Post #48 von mir heute =)
hatte ich schon gepostet heut mittag ;)!
Hammer Aussichten für FMS!!
Schönen Abend noch!
"At Graphene Supermarket, an online shop, a kilo of pristine graphene costs about $40,000. Richman explained that cheaper graphene, known as graphene oxide or reduced graphene oxide, is also being produced, but it is of a lesser quality that is not as conducive or strong as pristine graphene. Along with Grafoid, Focus has the know-how to create inexpensive, pristine graphene. “Our method is economically and ecologically viable. We are going to throw down the gauntlet for others to do the same.” He did not give details" !!!
@ Vollzeittrader: Lese dir das mal genau durch, das ist es!
Kann dir leider kein 'gut analysiert' mehr für Post #48 geben ;-), aber mach weiter so!
und...
ja... mach weiter so !!
Gruß
ixurt
ich habe euren Gedankengang auf W:O mal aufgeschnappt! Was Focus Metals bereits jetzt interressant macht und was mich auch dazu bewegt hat, meinen Depotschwerpunkt hier zu legen: Die Zusammenarbeit mit Graphoid!
Soviel Fantasie entsteht bei mir, wenn da tatsächlich ein "Super-Kunststoff", der die komplette Welt verändern könnte, entwickelt wird! Und Focus hält 40% des noch nicht börsennotierten Graphoids!
Graphoid arbeitet bei der Entwicklung mit mehreren großen Universitäten zusammen und es sieht meiner Meinung nach echt gut aus! Lassen wir uns überraschen! Außerdem kommen fast wöchentlich neue Anwendungsgebiete von Graphit zum Vorschein! Mal sehen, was die beiden Konferenzen diesen Monat noch so bringen!
Nun zum Gedankengang auf W:O!
"Raginghammer schrieb:
Bzgl. SGL Carbon.
Sollte FMS ein offtake agreement mit SGL Carbon eingehen, dann wäre das zu vergleichen, wie wenn, eine kleine Techfirma ein joint venture mit Apple oder Microsoft eingehen würde. Da die MK von FMS relativ klein ist, würde es den Kurs wahrscheinlich zum Mond schiessen."
Warum gerade Focus Metals? Kanada war schon immer ein fairer Handelspartner! Geopolitsch, preislich und natürlich die Qualität spricht das Bände! Das "Made in Canada" ist für mich ein absolutes Qualitätssiegel! Desweiteren sind die Minen in zum Beispiel China nicht ganzjährig betreibbar... Welcher Autohersteller etc. möchte Versorgungsengpässe?? Keiner denke ich..
Ich gehe davon aus, dass einer der kanadischen "Big 3" (Focus Metals, Northern Graphite und Standard Graphite) irgendwann die oder der "Big Player" auf dem Graphitmarkt wird! Klar, dass das jetzige MK von allen mit Eintreffen meiner Vermutung lächerlich ist! Den Kurs könnte man theoretisch mal 10 nehmen (1,0 Mrd. MK möglich??). Und das in naher Zukunft! Vorausgesetzt ist natürlich, dass wie im W:O-Thread schon angesprochen wurde, große Unternehmen wie zum Beispiel SGL mit an Bord kommen! Klasse analysiert übrigens!
Deswegen, man bedenke: Noch handelt es sich um Explorer, nächstes Jahr handelt es sich bei FMS und NGC bereits um Produzenten!
die Meldung kommt: "Neuer "Super-Kunststoff" wurde patentiert" auf Focus.de oder so ;)!
Dann wissen wir, welches Unternehmen daran beteiligt ist ;)!
Fantasie.. Fantasie... :D
Graphite Companies Looking for Non-Chinese Supply Sources to Meet Increasing Demand
Received an analyst report from Canaccord (Wendell Zerb et al.) yesterday with a review of the graphite sector and its constituent junior companies. Recent posts on GraphiteBlog have highlighted graphite’s growing applications in lithium ion batteries and this report also notes that the “perceived largest growth area for graphite is associated with lithium ion batteries.” This is supported by various increasing demand projections for graphite including that according to the Chinese Ministry of Science, the Chinese government aims to have 1 million electric powered vehicles on the road by 2015 and that China’s electric car sales will exceed those in the US by 2020.
Of the world’s ten largest graphite producers six are based in China. Of the remaining four, two are based in Brazil, one in Turkey and one in Austria. Of these countries China has the highest annual production capacity of 383,000 tonnes per year followed by Brazil (100,000 tonnes), Turkey (50,000 tonnes) and then Austria (30,000 tonnes). Similar to the rare earth element story, graphite companies from around the world are looking for alternative supply sources to secure future supply to meet increasing demand.
Here are some graphite exploration updates:
Standard Graphite Corp. (TSXV: SGH): With shares trading at $0.90 and a market capitalization of $20.61 million , Standard Graphite is solely focused on exploration and development of its flake graphite properties. The Black Donald project hosts several known graphite occurrences. Its properties in Quebec have yet to be explored with modern techniques and Standard Graphite is currently conducting airborne electromagnetic surveying, and expects to also complete ground geophysics, mapping, sampling and trenching in order to develop a Phase 1 drill program.
Focus Metals Inc. (TSXV: FMS): With shares trading at $1.20 and a market capitalization of $101.5 million, the Lac Knife graphite project in Quebec has a projected mine life of 40+ years. Focus Metals plans on developing this site to produce 20,000 tonnes of 95-97% graphite per year at an estimated cost of $250/tonne..
Link: http://www.graphiteblog.com/2012/04/...to-meet-increasing-demand.html
Quellen: http://www.geldanlage-report.de/archiv/GAR-Update-240312.html
und: http://www.graphiteblog.com/2012/04/...to-meet-increasing-demand.html
Im Dezember hat Focus eine Finanzierung durchgeführt, die die Kosten bis Anfang 2013 decken sollten! Hier mal ne kleine Rechnung:
"Focus Metals Inc. (TSXV: FMS): With shares trading at $1.20 and a market capitalization of $101.5 million, the Lac Knife graphite project in Quebec has a projected mine life of 40+ years. Focus Metals plans on developing this site to produce 20,000 tonnes of 95-97% graphite per year at an estimated cost of $250/tonne."
250 $/to, wir rechnen mal mit 400$/to bei 20000 to im Jahre sind Unkosten (Förderkosten) von 8000000 $!
Klingt viel, aber die Preise für Graphit sind mittlerweile lukrativer als die von Gold! Sagen wir mal konservative 1800 $/to ergibt bei 20000: 36000000$
Jetzt darf sich jeder bei dieser Rechnung ausrechnen, dass Focus Metals zur "Goldgrube" werden könnte!
Diese Rechnung basiert auf obigen Quellen, von mir sehr sehr konservativ gerechnet!
Gruß und schönes We noch!
"Rudy Richman, director of business development at Focus Metals Inc. (TSXV:FMS,OTC Pink:FCSMF), a diversified Canadian miner, said his company and its 40 percent partner Grafoid Inc. will be ready to start a pilot graphene plant in two to three months."
Demnach könnten sie bis Juni mit der Testphase starten! Es wundert mich ebenfalls ein wenig, weshalb Focus diesbezüglich keine news letzte Woche gebracht hat. Das sind schließlich TOP news!
Der gesamte, lesenswerte Artikel:
Production Costs Need to Drop to Support Widespread Graphene Use
Tue, Apr 3, 2012
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..
..
Focus Metals’ cheap graphene intentions
“We can be in full production of larger quantities within a year,” Richman told Resource Investing News in an interview. “Grafoid believes the cost of graphene needs to come down drastically in order for its use to become ubiquitous in the marketplace and for applications to benefit from the science. We believe we have the process to do so.”
In March, Focus Metals announced the completion of a $500,000 loan to Grafoid in connection with Grafoid’s work in transforming graphite into graphene on a commercial scale, using primarily raw unprocessed graphite ore from Focus’ Lac Knife project.
At Graphene Supermarket, an online shop, a kilo of pristine graphene costs about $40,000. Richman explained that cheaper graphene, known as graphene oxide or reduced graphene oxide, is also being produced, but it is of a lesser quality that is not as conducive or strong as pristine graphene. Along with Grafoid, Focus has the know-how to create inexpensive, pristine graphene. “Our method is economically and ecologically viable. We are going to throw down the gauntlet for others to do the same.” He did not give details.
Graphene’s market potential could be huge, with applications for the material being announced nearly daily. It is expected to change semiconductors, LCD touch screens and monitors, transistors, energy storage, solar cells, and more. The graphite industry is excited about the future of the G-word, but questions still loom about its price..
..
http://resourceinvestingnews.com/...port-widespread-graphene-use.html
Morgen startet die große Graphene-Konferenz in Brüssel, und wird bis zum Freitag etliche Interessierte, Investoren und Institutionelle anziehen. Diese Konferenz könnte allg. positive Auswirkungen auf den Graphit-Sektor mit sich bringen, u.a. trägt dort auch der CEO von Focus Metals vor - das ist ein großes und besonderes Privileg für Focus!
Graphene 2012 – April 10
Tomorrow marks the opening of Graphene 2012, the second European International Conference focused on 21st century super material graphene. This week should be full of announcements and pre-announcements like the one below. I suspect that we are in for an interesting week, with an interesting contingent from Russia displaying. If anyone's attending we'd love some feedback..
http://www.graphiteblog.com/2012/04/graphene-2012-april-10.html
Neue April-Präsentation online: http://www.focusmetals.ca/english/wp-content/...tation_4APRIL2012.pdf
Aktuelles Investor-Update: http://www.focusmetals.ca/english/wp-content/...t_4APRIL012.pdf
Eine Präsentation möchte ich nochmals besonders empfehlen, etliche informative Hintergrundinformationen über den Graphit-Sektor: http://www.focusmetals.ca/english/wp-content/...Backgrounder-7_11.pdf
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!
Siehe auf Seite 16: Der Lac Knife Development Plan!
http://www.focusmetals.ca/english/wp-content/...tation_4APRIL2012.pdf
Produktionseinschätzung:
20.000 to (95% - 97% purity): Produktionskosten 350$/to und Verkaufspreis bei 1.800- 2.500$!
3.000 to (99% purity): Produktionskosten 1300$/to und Verkaufspreis bei 20.000- 40.000$!
Wir jetzt Produktionskosten gegen bei der Menge gegen den Verkaufspreis rechnet, kommt bestensfall insgesamt auf sage und schreibe: 159.100.000 $!!
Der konservative aus Daten der Präsentation gerechnete reine Umsatz wäre: 85.100.000$
Man kann deutlich sehen, was der jeweilige Graphitpreis so ausmacht! Man bedenke, dass NGC auch eine Ressource mit äußerst hoher Graphitqualität hält!
2012 Graphene Conference Promises Something For Everyone
Market Reports
by Gary Hemmings
With the Grafoid sponsored Graphene 2012 conference just two weeks away I thought it would be a good idea to mention some of the things that can be expected from the event. In particular I think special mention of the applications workshop is deserved as for the average investor this is the real subject of concern. Sure the conference will have more than enough to satisfy the tastes of the most graphene immersed and up-to-date of scientists, however, for those looking to invest in the development of graphene as a material of world changing potential then the sit up and listen part of the show will be Parallel Workshop 4: Applications.
Headlining this workshop will be four invited speakers from Airbus, Nokia, Texas Instruments and IBM, with papers covering graphene technology in a number of guises. The main speakers will be promoting an emphasis on mobile phones, nanoelectronics and transistors, but the workshop will then open up for a broader array of oral presentations both informative and persuasive. Expect discussion of the whole range of possible applications, from quantum dots to graphene films; and with representatives from some of Europe’s leading universities also lending their thoughts and findings, the chance to discover the very cutting edge of research should not be missed.
With investment and market forces at the forefront of most people’s minds the discussion from Grafoid’s Gary Economo and Dr. Gordon Chiu will provide some insight into the problem of economic viability. Graphene production and financial considerations have been a limiting factor in graphene’s story to date, however, this situation is soon to change, with suggestions in Dr. Chiu’s paper of how these concerns could soon be eliminated.
“Hummer’s method resolves the scalability issue for graphene oxide but sacrifices quality. Growing graphene via chemical vapor deposition produces high quality graphene, but fails on economics. The challenge for scientists today is to produce pristine graphene for fifty cents per pound or less – down from its current cost of $20,000 per pound… Eliminating costs is the key to commercial success. Universal market acceptance by the investment community will come once mass producers of automobile, electronics and infrastructural components are assured of a sustainable, low-cost, viable graphene source.”
With the economics of large scale production satisfactorily contained, discussion of future applications begin to sound more realistic. Graphene films and wafers will be the subject of a number of presentations, including those by Graphenea, Stefan Hertel from the University of Erlangen, and Aixtron. Graphenea’s presentation suggests a number of potential uses of graphene films for which proof of concept has already been proven.
Most applications to date have been focused in the Energy Storage applications mainly in batteries and ultracapacitors. Using Graphene films to enhanced electrodes has yield in an exceptional performance improvement for these devices. Graphene enhanced Solar cells are also an intensive research topic. The other group of leading applications is related to Electronics and Semiconductors mainly in the High Frequency Electronics applications. In some cases, proof of concepts and prototypes has been developed. Transparent conductors, Biosensors and Advanced Composites complete the list of leading innovations using Graphene films.
The conference boasts 122 confirmed presentations, 546 participants and 214 posters over four days so there will be plenty to satisfy the whole range of attendees. The topics will traverse all the stages of development from synthesis, spectroscopies, chemistry, quantum transport, magnetism and spintronics, to nanoelectromechanical systems, applications and related 2-dimensional materials.
Registration for the conference remains open with prices set at 490 Euros for students and 660 Euros for seniors. The price includes access to the conference, the whole exhibition area, workshops, one-to-one meetings, and conference materials, as well as to 2 cocktail lunches, conference dinner and coffee breaks.
Technology
Grafoid's top-down development of a proprietary graphene extraction process combines unique chemistry with the optimization of other graphene processes employing the world's best graphite feedstock. We have engineered a balance that exfoliates to the maximum in a safe working environment. And because we avoid strong oxidation and toxic, harsh acids to achieve our graphene, we respect nature to its highest level. Our leading technologies enable cooperative solutions that create successful, value-based commercial enterprises.
ab... Wird sehr spannend werden!!
Der Markt hats noch nicht wirklich gemerkt, was hier passieren könnte ;)
Bin vor allem sehr gespannt darauf, wie es mit Grafoid weitergeht, und welche Offtake Agreements Focus bis Q3 2012 präsentieren wird
ja, über die "schlechte" PR wurde sich auch gestern im Stockhouse Bullboard gestritten :D! Naja, finde es eigentlich nicht schlimm, dass sie fältt... werde dann weiter günstig einsammeln ;)!
Bin mal gespannt was da direkt von der Konferenz für News oder Zukunftsaussichten so kommen! Da kam ja irgendwie noch nichts... Naja, abwarten ;)
Da werden die Tage noch etliche Artikel erscheinen, das Interesse scheint hoch zu sein:
"The conference boasts 122 confirmed presentations, 546 participants and 214 posters over four days so there will be plenty to satisfy the whole range of attendees. The topics will traverse all the stages of development from synthesis, spectroscopies, chemistry, quantum transport, magnetism and spintronics, to nanoelectromechanical systems, applications and related 2-dimensional materials."
bzgl. der IR. Ja, sehe ich auch nicht als Nachteil an - Sobald wahre Qualität vorliegt ist die Strategie "put the money in the ground" selten die Falsche, jedoch verkaufen sie sich auch etw. unter Wert - und meines Erachtens ist es genau DAS, was viele ungeduldige "Investoren" anzweifeln
Aber interessante Aussage! Gut um die Ecke gedacht! Kann dir leider keine Sterne mehr geben :)!
Naja, muss mal weg, Frühstück ruft :)!
Bis später!