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rollacoaster

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11/03/19

15:49

Post #: 37722249
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Originally posted by Bullant ↑

most graphite deposits do not work. even SYR is struggling now that its deposit is getting worked out. SYR stated in their last 1/4ly 80% of production was "fine" graphite. metallurgy & graphite consistency is critical for a superior deposit. whilst SYR can boast with the highest grade, biggest deposit, it really doesnt mean much more than that. what's important is how & the cost of getting to 99.99% purity. it is useless understanding cost of 98% concentrate, when the most important aspect is full cost to purity. this includes logistics & potentially the bad methods of getting to purity. SYR i am sorry to say they have a low quality product, that commands a lower sale price. Others argue that the graphite market is too small and SYR are getting this price because of soft demand / over supply. I 99% disagree with this thinking. yes the graphite market is small but if you add the natural market to the synthetic graphite market then the audience is much bigger. to compete in the synthetic market you need exceptional graphite purity & i believe HXG has this type of deposit. Full cost to 99.999 will soon be known, but early testing has demonstrated this can be done very easily in a cost effective way. that is most important when understanding which graphite deposits will be the winners.

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Bit of a 'how long is a piece of string' question for you but what market cap do you think HXG can get to?

Current MC is $40m, less the $5m cash gives a Enterprise Value of $35m.
I personally think $100m market cap is attainable in the medium term.

HXG Price at posting: 13.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 2.2¢		Change 0.000(0.00%)		Mkt cap ! $11.79M

Open	High	Low	Value	Volume
2.1¢	2.2¢	2.1¢	$6.857K	312.2K

Buyers (Bids)

No.	Vol.	Price($)
4	374622	2.1¢

Sellers (Offers)

Price($)	Vol.	No.
2.2¢	300000	1

View Market Depth

No.	Vol.	Price($)
1	100000	0.024
2	386221	0.023
2	147000	0.022
5	1217500	0.020
2	54368	0.019

Price($)	Vol.	No.
0.025	498695	1
0.026	289259	4
0.027	396549	3
0.028	281127	2
0.029	50000	1

Last trade - 11.28am 22/11/2024 (20 minute delay)

HXG (ASX) Chart

Latest Presentation -Exceptional, page-13

Top Stories

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Buyers (Bids)

Sellers (Offers)