A few more added to the ever-growing @Tirupatiuk holding just now.
The SP is 30% off recent highs, and is still below where it was, pre-acquisition of the Mozambique projects.
Nonsensical. The deal will give #TGR geographical diversification; a broader product range... 1/8
The SP is 30% off recent highs, and is still below where it was, pre-acquisition of the Mozambique projects.
Nonsensical. The deal will give #TGR geographical diversification; a broader product range... 1/8
...(the new projects will add small flake graphite to #TGR's offering); a resource base several multiples larger; and, of course, will give @Tirupatiuk much greater production volumes in the medium term.
TGR was already targeting 84 ktpa output in Madagascar; the two new... 2/8
TGR was already targeting 84 ktpa output in Madagascar; the two new... 2/8
...projects would bring into the fold a potential further 158 ktpa in Mozambique. A 188% increase in total target output for #TGR, over the medium term.
Since the acquisition news, TGR has also brought online its second plant in Madagascar, increasing nameplate capacity... 3/8
Since the acquisition news, TGR has also brought online its second plant in Madagascar, increasing nameplate capacity... 3/8
...from 3 ktpa to 12 ktpa; and it's also demonstrated GM improvement (to 57% from 48%).
Major catalysts in next few months? Besides completion of acquisition, IMO it will be an update on #TGR's Al-Gr composite. The last was four months ago: in the period since, the Co has... 4/8
Major catalysts in next few months? Besides completion of acquisition, IMO it will be an update on #TGR's Al-Gr composite. The last was four months ago: in the period since, the Co has... 4/8
...been carrying out test work with Rolls Royce, re: using the composite to replace copper in numerous power and propulsions systems.
#TGR has also been working on other specific applications that could incorporate the Al-Gr instead of copper; and it has been working on... 5/8
#TGR has also been working on other specific applications that could incorporate the Al-Gr instead of copper; and it has been working on... 5/8
...scaling up manufacturing processes for the composite.
The key will be in securing patent protection for it (which would also set precedent for protecting other new composites that @Tirupatiuk is working on).
Get that sorted, and #TGR will attract something a little... 6/8
The key will be in securing patent protection for it (which would also set precedent for protecting other new composites that @Tirupatiuk is working on).
Get that sorted, and #TGR will attract something a little... 6/8
...punchier than the usual mining stock valuation...!
Upstream mining - circa 242 ktpa across the four projects (2 in each country), perhaps within 4 years.
That would be a $200m rev / $1120m gross profit business.
But #TGR's downstream operations? Specialty graphite... 7/8
Upstream mining - circa 242 ktpa across the four projects (2 in each country), perhaps within 4 years.
That would be a $200m rev / $1120m gross profit business.
But #TGR's downstream operations? Specialty graphite... 7/8
...and graphene products? These provide the blue-sky upside potential in the @Tirupatiuk investment case.
I expect very real progress on these downstream activities before year end.
4th largest holding, and will be adding more as other non-ore holdings are sold off!
8/8
I expect very real progress on these downstream activities before year end.
4th largest holding, and will be adding more as other non-ore holdings are sold off!
8/8
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