We would love to hear your thoughts about our site and services, please take our survey here.
A very Happy New year to all. Glad to see the back of 2022 and this dreadful bear market. Hopefully we can all have a better 2023 in what ever your investment is in. Might even add a couple or three hundred k more shares tomorrow first thing. The very best of luck to all
Found it, i think this is the one and also has FCM in it as well with Allen green.
https://www.youtube.com/watch?v=UUazHzztW8M
Ella10. Worth having a look at this if not already done so.
https://www.mining.com/graphite-poised-to-do-a-lithium/
Another reason i think Paul might wanna take a look for Graphite mining areas that are available if any .
POW have many metals/minerals in its portfolio regarding the EV and battery storage demand.
It is estimated that at least 100+ extra mines would be needed to cover the graphite demand by 2035.
https://gulfnews.com/special-reports/why-electric-vehicles-are-not-coming-down-in-price-anytime-soon-graphite-supply-crunch-stalling-ev-revolution-1.1668702286551.
I know pow have a lot on there plate at the moment. But I wonder if Paul has looked at Graphite to,add into the portfolio. As it looks increasingly likely that Graphite will become a critical part in the battery industry.
Graphite – the new Lithium?
There has been plenty of commentary on the EV battery sector and associated sectors such as Energy Storage. Electrification seems to be the future for now and the key minerals that are required are rapidly coming into focus.
So far a lot of the noise has been around lithium and rightly so. Car manufacturers specifically have been fretting about sourcing the mineral with the likes of Elon Musk muting buying mining companies to secure supply! Lithium prices have exploded due to the anxiety around sourcing it but there are many other minerals that are critical (at least for the foreseeable) in creating batteries.
One that is often overlooked is graphite which in actual fact makes up c.50% of the battery being the anode part of the battery. All lithium-ion battery combinations require graphite in the anode. In fact Elon Musk was famed for saying that EV batteries should be called ‘nickel-graphite’ batteries.
You may be surprised to know that today the majority of graphite demand is not batteries but other uses such as expandables, flame ******ants, thermal sheets the list goes on. However as the world adopts electric cars and other battery based products (my golf electric trolly has one!), batteries are set to become the main driver for graphite demand and by some margin! This will lead to a deficit which is starting to emerge and graphite basket prices have already started creeping up.
Another consideration is that synthetic graphite is manufactured directly in China, however the process is carbon intensive and dirty which means that we will see more natural flake graphite being required to then up-scale to spherical graphite required by batteries to lower the carbon intensity.
What that means is that more quality natural flake graphite projects around the world will be required to feed into the impending demand up-lift with a lower carbon intensity. This is where the likes of Blencowe are well positioned.
A ‘bun fight’ for important minerals such as graphite could ensue given the supply/demand dynamic, its no co-incidence graphite now appears on the US and Europes critical minerals lists
Maybe cut loose one or two of the less important ones and add a Graphite product into the mix. Just thinking on my part
If they find mineralisation of gold along the full 8k length and decent grades along with a few bonanza grades like that they have already hit. Even better its shallow open pit mining. Looking forward, this could very well be a nice money stream for POW. We shall see
Legalwolf/Bumble. Stockbox interview out with Paul. He mentions possible strike lengths and hints at maybe moving forward with processing the gold just down the road. Hint hint. Let you and others decide
Oliver touched on some high grades on uranium samples around a lake bed of grades of 2/3 and 500ppm. So I have brought up a link I posted some time ago. https://world-nuclear.org/information-library/nuclear-fuel-cycle/uranium-resources/supply-of-uranium.aspx
Most if not all started out in this game with the stock market as novices. (Guilty) Most if not all made big mistakes and lost money. (Again Guilty). Sometimes large amounts by jumping in on given share that's hot for that day or so without doing your research on the reason WHY. Then can't understand why that given share drops over the next couple of days. There are many reasons imo. What sector is that company in. Is that sector in demand (bull market) or is it just trading in and out in a bear market which is what we are in now. Have been since end of 2019 early 2020 with covid. Some think it started earlier. Then came the war in Russia. Now we have a high risk of recession. Again some analysts say we already in one and COULD get worse. All of which have turned the stock market into a BEAR MARKET. The signs were there if you paid attention. Yet many small investors blame the CEO and the rest of the board members. Some of which is justified. But MOST of the time it's not their fault with circumstances outside their control. Like others have said. Paul jonson keeps everyone informed/involved as much as he can with what's in front of him that is not price sensitive. 99% of CEO,s don't bother and probably don't care either. As long as they keep drawing down there inflated wages. Many don't even buy shares in their own company ffs. Now with a recession looking very likely. Would you buy house builders stocks or builders merchants stocks. When they get hit with a recession. Or package holiday shares, entertainment sector etc. Look for the signs that tell you what's coming. I think it's called DO YOUR RESEARCH. No I am not an expert, far from it. But I learnt from my own mistakes of not doing so. Except the fact you will make some wrong decisions. But don't go round blaming others like many do. If people can't stand by and expect their mistakes, but blame others. Then its not a game you should be playing.