Member Info for GraphiteTech

New ADVFN thread, lot of info here. http://uk.advfn.com/cmn/fbb/thread.php3?id=40427580 Will copy some through.

This is a real off radar sleeper that will wake up if it gets any awareness. Very much undervalued and massive potential from PROVEN RESOURCES.

Lublin about three years. Could be very soon on the new project. It's mine ready and operationally ready for smaller scale production. Lublin though may speed up. China Coal met them and local govt. on site on the 19th with a view to financing JV. Local press reported it but it's not leaked mainstream yet.

So your £1 target is neither fanciful or way off. Aimho. Dyor.

When I look at the resources this company holds and the potential its got I do think a mcap of £150m would not have it over valued. Coal's not been sexy of late but the recent very strong rally is getting attention to it. There a few aim companies with massive resources but not many at a developed stage like this and most in dodgy places. When awareness comes here this will move It is so cheap I know it's a different commodity but I can see it achiveing a Mcap similar to SXX. $400m+ EBITDA from Lublin equals a mcap of £3bn.

I hope your timing is immaculate immaculate timing.

eya500027 Oct '16 - 09:08 - 561070 of 561072 0 0 Edit LSE-PDZ PRAIRE MINING Had a wild punt on PDZ Praire Mining the Polish coking coal play, had a strong move already this last month up c100% on the LSE and similar in Poland/Aus but off around 30% from the highs there. The projects actually look very good, the main Lublin one looks fantastic even when forecast on coal at a very low level, comes on production in about four years and needs substantial capex for mine development but the payback time is c2years. The other project is a 'mine ready' facility that they pinched off NWR's receivers. Likely recoverable reserves c400mt and mine life of 20+ years. EBITDA of Lublin alone at much lower coal prices than we see today $400m+ per annum. Lowest lifting costs in Europe and comparable against the Mongolian mines. Key is the closeness to the major European Steel manufacturers. Found this little piece that made me think, local Polish piece that just about states the Chinese Coal Company (second largest in the world) met them onsite on the 19th with a view to talking about a JV to build. If that came off I suspect the mcap would appreciate to c£100m+ fairly quickly. Without a JV they are funded medium term c£10m cash and small scale mining will start on the NWR project. Polish article below, rough google translation. Dated 19/10/2016 Like I say bit of a random pick but with the asset value/coking coal prices and the possible JV it kind of stacks up for me! https://translate.google.de/translate?hl=de&sl=pl&tl=en&u=http%3A%2F%2Fwww.nowytydzien.pl%2Fnajpierw-wegiel-kulika%2F&sandbox=1 The Chinese are engaged in the development of the Lublin Coal Basin On Saturday, the Marshal's Office in Lublin hosted a delegation of the China Coal Company - world's second largest coal producer in terms of extraction (250 million tonnes per year) and a world leader in the construction of deep mines (in 2015 conducted 48 mining projects, mainly coal). A delegation from China, led by Sang Hua, general manager of the foreign division, took office Krzysztof Grabczuk, Deputy Speaker of the Lublin province. - I believe that through the cooperation of China Coal Mining Company of Prairie, corporation owning PD Co., the company responsible for the construction of the mine in Siedliszcze, soon in the district Chelm able to build a mine to them. Jan Karski and just as quickly run mining. From the Regional Board in Lublin I can assure you that your company can count on the goodwill and support of the local government - spoke to guests from China Deputy Speaker Krzysztof Grabczuk. In the meeting on behalf of Prairie Mining was attended by the president and vice-presidents Ben Stoikovich Mirosław Taras and Artur Kluczny. When you look at PDZ and you compare the reserves to that of a oil junior, yet coking coal currently sells its unit price at a much either level than crude you do wonder why its only a &#

http://www.mining.com/iron-ore-jumps-6-month-high-coking-coal-binge-continues/

CHINA COAL LOOKING TO JV---- https://translate.google.de/translate?hl=de&sl=pl&tl=en&u=http%3A%2F%2Fwww.nowytydzien.pl%2Fnajpierw-wegiel-kulika%2F&sandbox=1 The Chinese are engaged in the development of the Lublin Coal Basin On Saturday, the Marshal's Office in Lublin hosted a delegation of the China Coal Company - world's second largest coal producer in terms of extraction (250 million tonnes per year) and a world leader in the construction of deep mines (in 2015 conducted 48 mining projects, mainly coal). A delegation from China, led by Sang Hua, general manager of the foreign division, took office Krzysztof Grabczuk, Deputy Speaker of the Lublin province. - I believe that through the cooperation of China Coal Mining Company of Prairie, corporation owning PD Co., the company responsible for the construction of the mine in Siedliszcze, soon in the district Chelm able to build a mine to them. Jan Karski and just as quickly run mining. From the Regional Board in Lublin I can assure you that your company can count on the goodwill and support of the local government - spoke to guests from China Deputy Speaker Krzysztof Grabczuk. In the meeting on behalf of Prairie Mining was attended by the president and vice-presidents Ben Stoikovich Mirosław Taras and Artur Kluczny.

Look at that asset and infrastructure. http://www.pdz.com.au/uploads/1/7/9/6/17961663/161026_-_debiensko_acquisition_final.pdf

Perfect synergy to the larger project that is a few years of development away. http://www.pdz.com.au/uploads/1/7/9/6/17961663/161011_-_aquisition_of_debiensko_hard_coking_coal_project_final.pdf

Worth re-posting PDZ pdz - the second Stanmore - even better ← ASX - By Stock (Back) 13/10/16 11:25 FirstPrev1NextLast Profile Follow Mikrokosmos 1,787 posts. Date: 13/10/16 Time: 11:25:48 Post #: 19826336 Start of thread This here is one of the unique rare chances that pass your way once in a lifetime... A nobrainer 5-10 bagger one would say. The brilliant Prairie Mining management has aquired a wourld class coking coal project for nearly 3 mln AUD via their good network and contacts. The announcement came out on 11th October, two days before and only a few people have a clou what this great deal will do for pdz share holders. This nearly 300 mln tonnes coking coal project with fully infrastructure, rail, processing plant, workers and so on has to be sold, because former owner New World Resources is in big trouble. (with another project) Have a look at Stanmore. They bought a cocking coal project for 1 AUD and their sharprice has risen from 5c to 70c. Prairie Mining has masssive more coking coal and is ready to produce and explore in one of the coking coal richest and friendly land on planet earth, Poland, with a mining lease for 50 years. Nothing more to say. I threw my hat in the ring and bought massive the last two days. Read the announcement and do your proper research. Good luck, Mikrokosmos

Got my shares now after todays buy. One to sit on and watch the re-rate. Projects are in the right place and scaleable. Looks like the coal price re-rate is out pacing the share price here.

Had a message from NT, he says he is 'not concerned by yesterdays news'. Hope that helps.

Is up 200% and at 60ZAR=3.4p. South African listing often shows signs of leaks. Thats a big sign.

Market seems to be loving pharma/bio companies at present. Look at REDX and FUM recently triple digit rises and we are loitering unloved at present. Our day will come and given the undervalue we have now a substantial rerate is due,

I said last week only MM and the ex UTN CEO had that many shares to shift. Looks like Miles is now finished selling and onwards we go. He's made good money and still holds 4m. What a shame he took the wind out of sails though.

Just to clarify we have just had a sharp fall on no news. Not expecting another one!

I think so. Short term trading, perhaps one holder dropping a few million created the problem. n4 update soon perhaps. Sharp fall on no news.

Is actually a lot closer balanced than you would expect with such a fall. The short termers sold out at a loss at 1.4-1.6 and the longer term holders are picking up in that zone. Good volume and creating higher points of resistance/support.