Daniel Profile picture
Mar 30, 2023 4 tweets 2 min read Read on X
Flake is the only form of #graphite that can be applied across all of the metallurgy end uses Image
Note the pricing of natural / flake #graphite Image
Demand for natural graphite is set to increase by +7% vs synthetic, which is forecasted to drop by -11% by 2030 Image
China remained the world's largest producer of natural #graphite in 2022, accounting for 68% of world production. Forecasts show that China will stagnate this decade as new projects across the globe come online

We remain bullish on @TSXV_NGC and believe they are undervalued Image

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More from @thelithiumminer

Apr 15, 2023
Exchanges have distinct rules on disclosure, w/some being more strict than others. The #TSX #TSXv & #ASX are recognized as leaders, while other exchanges such as the #AIM #LSE #OTC #NASDAQ have poor disclosure requirements, & companies may choose not to release information 🧵
The #TSX requires companies to produce an independent technical report that is available in full to investors, while the #ASX only requires companies to publish highlights from these reports. For producers, the ASX has more rigorous quarterly reporting requirements.
Various US-listed #lithium companies do not disclose prod. or cost figures. #ASX equities must only use Measured & Indicated resources to calculate mine life in their PFS & FS, Inferred resources are not allowed. This can affect bottom-up stock modelling.
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