Building the World’s First Vertically Integrated Graphene Company
Lomiko Metals LMR.V 
Share Price: $0.06
Share Data:
Shares Out.....67.94M
Options……......5.13M @ ~$0.11
Warrants……...1.8M @ ~$0.12
Fully Diluted....74.84M
Market Cap: $4.08M
Cash: ~ $100k
Proposed $500k @ $0.06 Private Placement
Graphite… An Abundant, Not So Critical Metal
There have been quite a few developments in the graphite industry.
Fundamental changes have materially transformed the investing landscape
for graphite stocks. Last year’s run up in graphite stocks, many
companies doubling in a day trading millions of shares on property
acquisitions was indeed something special. Parabolic moves for an
entire group of stocks and a sector being born overnight, does not
happen every day. It takes a lot of things to happen at once. Good
promotion, a real investment case, price moves in the underlying
commodity, a lot of cash sitting on the sidelines with nothing to do, a
bunch of hungry investors…. and of course,
a really good story. Now that we have recovered from the hangover of last year’s run up in graphite stocks,
where are we going from here?
Was 2012’s graphite run-up a sign of graphite being critical? Or were
there other elements at work that played into this story? In
retrospect, graphite is not at all critical like rare earths are
critical in the supply chain and most of the price run-up in 2011 for
graphite was due to buyers stockpiling graphite in anticipation of the
Chinese mine closures. There is no true supply crunch for graphite and
there won’t be a supply crunch for quite a while. The steel industry is
seeing signs of slow growth curbing industrial demand for graphite.
Demand is not materializing in incremental industries such as electric
vehicle and graphene (nor was it really expected to before 2015). In
addition to slow growth in demand… there have been several massive
graphite discoveries which have the capability to supply the entire
incremental graphite market for the next 25 years.
What was good about the run up in 2012 was it made everyone aware of
graphite and the potential of this material to change the world. We are
now cognisant that we need a supply of graphite and even though
graphite may not be critical; if we don’t establish supply chains for
the material it will eventually be a sector like rare earths where for
extended periods of time you won’t be able to get any. A position you
do not want to be in when you are in a technology driven race with other
companies and nations. After an 18 month rush, we have found the
deposits outside of China that can meet the 2.5 million tonnes of demand
that is forecasted by the mid 2020’s. The deposits discovered in 2012
are both massive and high grade and have the potential to be significant
low cost producers producing graphite between $200 and $400 per tonne.
3 major bulk tonnage discoveries of graphite deposits which dwarf anything the industry has seen inside or outside of China…
-
Syrah Resources’ Balama West and Balama East, Mozambique… recently announced a 564Mt inferred resource at 9.8% Cg. SYR has a high grade zone of 157Mt @ 17.1%Cg.
Once fully defined Balama will total close to a 1 billion tonne
resource. So far Balama is the biggest and highest grading flake
graphite deposit anywhere in the world and will be the lowest cost
producer in the industry.
-
Energizer Resources’ Green Giant, Madagascar… recently announced a global resource of 144.3Mt’s @ 6.33% indicated & inferred. Molo
is defined for a little over 1km in strike length within more than 70km
of graphite structures. Energizer could easily define a billion tonne
resource on Green Giant like Syrah’s Balama.
-
Graphite One’s Graphite Creek, Alaska… recently announced 164.5Mt @ 4.61% Cg inferred
and is expected to grow to a half billion tonne resource. Graphite
Creek is strategically located near tidewater giving this location a
shipping advantage over many graphite projects. Graphite Creek also has
a high grade zone of 25Mt grading 9.69%Cg.
Anyone who thought they could acquire a small to midsize graphite
deposit grading less than 10% and build a mine… the chances have
diminished significantly competing against 300,000 tonnes of additional
low cost graphite supply from these three projects.
AND THAT IS JUST START UP PRODUCTION FOR THESE MASSIVE GRAPHITE PROJECTS
Capacity for all three could be in excess of 1.5M tonne per year. More
than the entire current graphite market at 1.2Mt to 1.3Mt and enough to
realistically supply even the loftiest of forecasted demand
expectations.
Graphite is not at all critical after the three discoveries made last
year. There is a surplus of graphite around the world and the deposits
discovered in 2012 will make sure there is a surplus of graphite for
years to come. Unless you have GRADE to match the low cost production
of SYR or EGZ like Mason Graphite, unless you have developed a strategic
processing technology to make a value added product like spherical
graphite like Northern Graphite, unless you have developed strategic
partnerships in niche areas like graphene research and production like
Focus and Lomiko Metals, unless you have extremely high purity or other
unique characteristics such as lump graphite like Zenyatta. There is
not going to be much room in this industry on the mining side of the
equation.
|
Company |
Project |
Tonnes |
Grade |
Production |
Market Cap |
|
Syrah Resources SYR:AUX |
Balama West |
564Mt |
9.8%Cg |
200,000t* |
$240M |
|
Energizer Resources EGZ:TSE |
Green Giant |
140Mt |
6.3%Cg |
84,000t |
$30M |
|
Graphite One GPH:VSE |
Graphite Creek |
164.5Mt |
4.61%Cg |
65,000t* |
$14M |
|
Mason Graphite LLG:VSE |
Lac Gueret |
7.6Mt |
20.4%Cg |
50,000t |
$31M |
The Investment Theme Hasn't Changed, But the Vehicle You are About to Get Into Better Have
If you are expecting to invest in a graphite mine and profit off of the
Electric Vehicle and Graphene Revolutions, you are probably a decade or
two too early. There is just way too much of the stuff around the globe
and it is way too easy to put in production with little to no barriers
to entry. Graphene research and production is now taking off and the
commercialization of several products appears to be around the corner.
Graphene technology is poised to be a major growth driver in the future. BUT…
the amount of graphene sold in a year you could store in the trunk of
your car. This should highlight that it does not take a lot of graphite
to produce graphene and it will take the commercialization and
production of several products before graphene is able to make a dent
into the demand equation. Once the commercialization process commences
in earnest for things like
Graphene Super Capacitors and/or
Graphene Semiconductors followed by other areas of technology, then you can expect demand for graphite from graphene production to increase.
But again… when and by how much?
When are Electric Vehicles going to go MAIN STREAM?
Charge times and driving distance remain the two biggest stumbling
blocks. Aside from Tesla, whose product still has trouble driving 200
kilometers, electric vehicles are still novelty items at best meant for
short trips in the city. Compiling problems into the demand equation is
price point, when you have a price point well above a gas vehicle that
does the same thing and more… you are not going to sell that many.
Lithium ion batteries need a big upgrade. Electric vehiclesand hybrids
will continue to make a big impact on graphite demand over the next 10
years...
but a second generation of batteries will be required
before the public is willing to accept the technology as mainstream with
adoption rates past 20%.
The infrastructure is nothing to write home about either which does
nothing to encourage EV use and adoption rates. None of the potential
demand drivers of the next 10 years have materialized as of yet and from
the looks of it… won’t materialize on schedule until some tweaks have
been made to the technology.
One encouraging development is a
graphene silicon combination in the anode of the battery which would
provide 4 times the power and speed up charge times significantly.
Graphene Silicon Nanoplatelets Increase Lithium-Ion Battery Capacity 4 Fold | CleanTechnica
The graphene and EV thesis is still intact.
These are two technologies that are going to change the world as we know
it for the better. What one cannot ascertain with any certainty is
how these two emerging technologies are going to affect the graphite
market, let alone timing when demand will increase and by how much.
Predicting consumer behavior… you might as well call upon spirits and
ghosts, what is certain is what drives consumer behavior and that is
introducing disruptive technology.
Remember the company that introduced the last disruptive technology?
AAPL …. iPod, iPhone, & iPad.... Ring a bell?
It stopped short of a $1000 this year because Apple has lost its edge…
but Apple’s share price resurgence from $7 to $770 dollars in 10 years
shows what happens when you get a hold of disruptive technology.
Disruptive technology like graphene or TESLA’s electric vehicles (which
are selling like hot cakes) … that is what happens to your company… TSLA
in my opinion is still CHEAP, considering one day they will sell more
cars than any other auto manufacturer.
Graphite, Graphene, & Li Ion Batteries
Graphite is a metal that is vital for our future and progress as a society. Graphite
is revolutionary many ways. Graphite is the base material in lithium
ion battery technology which is driving hybrids and electric vehicles.
Hybrids and EV’s are driving a Green Future with clean air. Changing over to EVs is a simple way to positively impact where we live and improve our living standards as a society. Graphite
is also at the basis of graphene production which is going to impact us
humans far greater than ‘clean air’ vehicles.
Graphene is poised to revolutionize the computer industry with many
‘techies’ comparing it to the ‘next silicon’ predicting it will change
the computing industry as much or even more than silicon did. It is
poised to revolutionize the battery industry with Graphene Super
Capacitors; graphene is literally poised to revolutionize anything it touches.
The fact that graphene represents so many things to so many different
people is precisely what makes this 2D material so special. It is not
just one small group of people jumping up and down championing
graphene. It is EVERYONE!
Over 12,878 graphene patents at the end of 2012 to date confirm that this material has the potential to change the world.
Undeniably, graphite is a metal vital for our future. If we do not
manage the resource properly and support production outside of China, it will eventually become critical. The entire theme and thesis merits investment. The
question is do you expose yourself to the disruptive technology that
Graphene/Lithium Ion Batteries represent? Or do you buy the graphite
mines knowing that eventually demand will materialize and the biggest
deposits today represent the multibillion dollar graphite miners 25
years from?
If one is not trying being vigilant, and trying to establish and protect supply chains… Risk, reward and opportunity state the answer is glaringly obvious.
Buying a mine and waiting for graphite demand to materialize is like
waiting for hockey riot to break out in a Canadian city. We all know it
is going to happen, it always does at least once a decade but trying to
guess the time or place is next to impossible. It also exposes you to
unneeded risk relying on several contingent events to happen before
there ever is a graphite mine craze. Investing in the EV and graphene
themes directly is less risky and will reward you sooner and with bigger
returns while investing in a mine is a call option on the entire theme.
The problem is the mine investment is dependent on EV and/ graphene working and
then it is also partly dependent on technology not changing for
instance with lithium ion batteries. There will be many companies that
make millions of dollars on graphene and electric vehicles before the
mines ever see those types of exponential demand growth due to the
success of electric vehicles. Investing in the mine, although
strategic, is putting the cart before the horse. TESLA will double and
triple and quadruple before its line of products will create the kind of
supply shortages in the industry. The Chinese will need an electric
car success of their own and if you want to predict when… it could be
when the Chinese commercialize with success their first EV. The
Chinese are the emerging consumer market to watch. When they finally
“get it right…” that is when graphite demand takes off.
Which vehicle are you getting into?
OR
The Great Graphene Race
Graphene is just starting to spread its wings and is at the point where
many R & D departments are making initial attempts to commercialize
across several different industries. Companies are finding real world
applications for the 2D material which has set the ball in motion for
graphene specialty companies like Graphene Labs to scale up their
production from pilot to industrial scale production of graphene.
Graphene Labs have recognized the opportunity in the graphene sector to
supply these companies as they transition from research into development
and then ultimately to commercialization. These companies are at the
point where they need a reliable supply of graphene to start building
prototypes and early assembly line editions of their graphene related
products. Graphene Labs (the largest seller of graphene to R and D
departments) own the
Graphene Super Market and
Maximum Materials
is partnering with Lomiko Metals seeking capital to aggressively expand
production of their novel graphene products and go after this
lucrative market by building a
vertically integrated graphene company from mine to market getting a leg up on the competition by industrializing their production process early.
While many graphite deposits will get left behind with the emergence of
the monster flake graphite deposits in Africa, there is another race
materializing before our eyes. I fear many of us are missing the boat
still looking to traditional Canadian investing avenues such as mining.
We should be exposing ourselves directly to
the disruptive technologies
that are changing the landscape which are also central to driving the
investing theme. Is it not strange to talk about lithium ion batteries
and graphene for hours and then choose to buy a potential graphite mine
than buy Tesla or a graphene company?
When I said “buy them all,” there were 10 to 15 companies to
realistically support to help be vigilant of graphite supply chains.
Not the 80 to 100 graphite mining stocks that now populate the graphite
market. This is completely ridiculous and an utter waste of a lot of
capital. AND it draws away investment from the real mines that one day
will go into production and who need the capital. So while you have 100
companies trying to sell graphite deposits
with no realistic expectation of production, you have 5 or 6 companies listed on the western public markets that have direct exposure to graphene and electric vehicles.
These companies have missed the boat…
ALL THE WHILE THE REAL RACE CONTINUES TO DEVELOP…
A race where the prize is an Apple or Google type valuation….
…..The Great Graphene Race
12,878 patents filed related to the 2 dimensional material speak
volumes of the worldwide interest in the material. Samsung and China
are the leading entities driving this technological revolution. China
is determined to electrify as much as possible and graphene will play a
huge role in serving China’s electricity and clean energy needs
. Graphene is a key component of making the transfer and storage of electricity much more efficient. Emerging technologies like
Graphene Super Capacitors could replace the battery and graphene in the anode of a li-ion battery are just the tip of the iceberg when it comes to technologies that will improve electrical storage and delivery.
Graphene is also at the forefront of a new generation of electronics
. Graphene antennas could enable
wireless Terabyte downloads within seconds and graphene touchscreens could be foldable, bendable and stretchable units you wrap around your wrist like a watch. One of graphene’s most notable properties is its
conductibility and applicability in circuits which explains why so many high tech companies have applied for patents involving graphene.
And it is not just electronics which only require microscopic amounts of graphene.
Graphene solar cells
are a promising area of interest, improving solar cell technology
exponentially and making it a viable alternative energy technology.
Graphene membranes are promising to make the desalination of sea water possible giving pretty much
everyone in the world access to clean drinking water.
Recently Chinese scientists created an ‘aerogel’ out of graphene that is
seven times lighter than air…
something that may make NASA’s graphene space elevator a possibility.
New graphene applications are being invented on a daily basis which
makes this material the most exciting place to be invested…
EVER!
Public companies involved in Graphene research, product development, and production listed in the US include…
-
Graftech International $7.63/$1.03B (GTI:NYSE) Manufactures graphite related products and holds 232 patents related to graphene.
-
CVD Equipment Corp $10.10/$61.1M (CVV:NASDAQ) offer coatings of graphene products by chemical vapor deposition.
-
American Graphite Technologies $0.85/$66M (AGIN:OTC) is trying to commercialize graphene or ‘bucky’ paper.
And it is not just the niche and specialty players driving graphene
technology forward, IBM and Samsung are heavyweights banking on graphene
improving their industries. Graphene could be a bet that catapult’s
these companies to the top of their peer groups. Most notably it seems
electronics and computing companies are at the forefront of where
graphene where it will be first applied commercially. It makes sense
considering these technologies require the least amount of graphene,
thus the most easily produced and applicable.
-
Samsung 413 patents $191B
-
Sandisk 235 patents $12.6B
-
BASF 112 patents $60.7B
-
IBM 221 patents $208.5B
-
Cannon 122 patents $44.8B
-
GE 87 patents $223.6B
If you were betting on companies that may introduce disruptive products to the marketplace… look no further than the heavyweights listed above.
North America’s Laissez Faire Attitude Leaves a Funding Vacuum
While North America has been
‘laissez faire’ about funding graphene companies, money has started pouring in for graphene research in other markets.
Graphene Nanochem (GRPH:AIM) recently
raised $50M in London to develop graphene enhanced products for the oil
services field. Other than the multi-billion dollar companies listed
above,
there is still little funding available and what is done
is by private ‘Angel’ investors seeking big returns and taking huge
chunks of the company where the start-up investors automatically are
‘drowned out’. Not an ideal situation for most Tech start-ups.
Private companies involved with graphene…
-
Graphenea… Sells CVD graphene as well as
graphene oxide and is based out of Spain. The company has raised more
than $3M since inception.
-
PlanarTECH… Own the Graphene Platform and
sell CVD graphene as well as a variety of graphene and 2D material
samples and is based out of Texas.
-
Graphene Technologies… Own a novel technology that produces graphene from carbon dioxide.
-
Graphene Labs… Produce graphene and other 2D
materials such as Boron Nirtrate; own the Graphene Super Market and
Maximum Material, the largest sellers of graphene with $1M in sales and
are based out of the state of New York.
-
Grafoid… Filed a patent for a technology in
Nov of 2012 for inexpensive exfoliation of graphene; Focus Metals FMS.V
holds a majority interest in Grafoid. Developing novel graphene
applications such as high performance graphene electrochemical energy
systems and graphene cooling systems for EV and LED application.
This funding vacuum has left an opportunity for investors to provide
capital to graphene related companies trying to expand and commercialize
their products. One such company ready for the money is
Graphene Labs who has pilot scale production of graphene and is
the largest retailer of graphene products to R and D departments across the globe.
This puts Graphene Labs in a unique position/opportunity to supply
these companies as they start to commercialize their products. The
‘Catch 22’
is Graphene Labs needs money to expand and commercialize as well. A
feat in this deleveraging environment that costs most companies an arm
and a leg AND their soul.
Lomiko and Graphene Labs Partner Up… LMR ACQUIRES EXCLUSIVE EQUITY RIGHTS
LMR made some huge milestones at Quatre Milles regarding their
metallurgy that put Quatre Milles in the map in the science community as
being a one of a kind flake graphite deposit with 11 of 35 sieve
samples testing 99.9999%C. The high quality graphite grabbed the
attention of Graphene Labs who need the highest purity graphite flake
for the graphene production process. Graphene Labs made a supply
agreement with Lomiko to supply all the material for Graphene Labs. More
importantly, Lomiko also has access to capital where Graphene Labs can
maintain control of the company in an initial partnership to raise
capital. If the initial agreement works out and Lomiko can raise the
capital required then it could lead to an even closer union down the
road as
Graphene Labs establishes themselves as a mine to market graphene company.
For the two fledgling companies in the Graphene Revolution, this
initial partnership makes sense for both companies. Quatre Milles being
an unlimited source of 99.9999% pure graphite while Graphene Labs has
the direct exposure to the disruptive technology Angel investors crave.
Quatre Milles purity is central to the entire deal as
it ensures Graphene Labs will be able to produce the highest quality graphene of anyone in the business.
When it comes to graphene… not all graphene is alike. Graphene
required in electronic and electrical applications will be required to
have a much higher purity than graphene that is destined for coatings
such as in sporting goods. Having the highest purity content available
is of the utmost importance if your graphene is destined to go into the
anode of a lithium ion battery or applied in circuitry.
EXCLUSIVE EQUITY RIGHTS!!!
The caveat…??? Of course, nothing is ever that easy….
Lomiko needs to raise $2M over the next 2 years for this EXCLUSIVE equity position up to a 49% in Graphene Labs.
Plus Lomiko needs to continue to fund the development of Quatre
Milles. The good news is the potential revenue from Quatre Milles went
way up while the cost of supplying Graphene Labs went way down
considering
a 50 tonne bulk sample will provide Graphene Labs with more than enough material for the next 2 years.
A 50 tonne bulk sample could even be done as part of a PEA on Quatre
Milles meaning it will cost Lomiko next to nothing to supply Graphene
Labs with the material they need.
This is MASSIVELY GAME CHANGING news for Lomiko and Graphene Labs…
For $3M to $4M in equity raises over the next two years… Lomiko
will own a 49% stake in a Graphene company who are commercializing their
production processes AND
will be able to supply Graphene Labs
with all the 99.99% pure flake graphite they need through a cheap bulk
sample while putting a low cost high value PEA on the project.
NOW THAT IS VALUE FOR YOUR BUCK!!!
ESPECIALLY WHEN CONSIDERING YOU ARE BUYING DISRUPTIVE TECHNOLOGY… NOT JUST A MINE.
There is not much available in the small cap sector when it comes to DIRECT EXPOSURE TO GRAPHENE
which makes the strategic deal between Lomiko and Graphene Labs a unique opportunity for any investor. Graphene Labs is at the center of this
“disruptive technology”
supplying as many industries as possible. They are the largest
retailer of graphene to R&D departments around the globe with $1M in
sales. This will translate into huge growth in sales as the R and D
departments they supply commercialize their products. The sales
potential over the next 5 to 10 years of Graphene Labs could grow from
$1M to $100M to $1B…
That is the type of potential Graphene Labs and other graphene companies have.
Lomiko just went from a company with high quality flake deposit and a
potential $100M plus valuation if mine production for graphite
commenced…
to a company that has taken a stake in the biggest game changing material since plastic, graphene. I
can’t even imagine what the $$$ valuation for a graphene company is…
the cheapest one I know of is FMS worth $52M. And they don’t even sell
graphene!!! Lomiko’s current valuation is $4M and most of the companies
mentioned above are multi-billion dollar companies.
The stakes in the Graphene game are huge.
The barriers to entry are high.
And
LMR just struck a deal for a big piece of the action in this emerging
industry… HELLO?!?!? I cannot imagine someone is going to ignore
Lomiko and Graphene Labs for too much longer.
The stakes are just too high and Lomiko is just WAY TOO CHEAP.
Graphene Sells for $100 per Gram and Up!
Graphene Labs sells graphene oxide for $100 per gram and up. Not that I
expect graphene to continue to sell for $100 a gram and Graphene Labs
is targeting a price point of $10 per gram. These are just samples from
the pilot production process so like any ‘new’ product to the market,
the price is high until Graphene Labs scales up production to an
industrial level for which they think they can reduce the price by 90%
and be profitable… but even if graphene dropped 95% to $5 per gram half
of Graphene Labs target price… in mining terms…
that is still $5,000,000 per tonne of graphene.
$5,000,000 MILLION DOLLARS…. PER TONNE
-
Regular graphite sells for $800 to $1500 per tonne.
-
Spherical graphite sells for $5,500 to $7,500 per tonne.
-
Synthetic graphite sells for $7500 to $30,000 per tonne.
At $5 per gram… the revenue differential between a graphite mine and a graphene company is staggering.
EVEN AT $1 per gram that is 33 times the price of the highest priced synthetic graphite.
While most graphite producers are focusing on upgrading their product
for the battery market which nets $5,500 to $7,500 per tonne… this
technology is already at risk of being supplanted by graphene
technology. Lomiko will be a supplying a market which currently is
project to sell for $10M per tonne in comparison.
UNDENIABLY…
The Graphene market is the Holy Grail of graphite.
Not the synthetic graphite market. Not the spherical graphite market. Not the flake graphite market.
Graphene Labs/Lomiko should have a premium valuation to anyone in the industry.
For a tech company in the highest growth industry with $1M in sales…
you might pay up to a 100 times revenue and call it cheap on future
earnings. For starters, the LMR/Graphene Labs JV should have somewhere
between a $25M to $75M valuation similar to Focus Metals or CVD
Equipment. NOT $4 MILLION!!! Although neither FMS nor CVV offer the
scope of graphene and 2D products that Graphene Labs do. The
investing and growth potential in such few companies hasn’t been this good since the TECH boom and bust.
I still scratch my head and wonder LMR can still be sitting at $0.06
after the series of game changing news releases last quarter.
And because there are so few companies… the dollars
looking for graphene investments will eventually come, they always do,
it just takes someone else to do it and be the pioneer chasing the
dream… AND everyone will be chasing the same stocks;
eventually putting a premium on ALL graphene related stocks. Lomiko and Graphene Labs truly have a tiger by the tail.
For a $0.06 company, there has never been a better opportunity… If the
share price starts to reflect the true value and potential of the
company with $1M in sales … unheard of for a ‘mining stock’… raising
the capital required over the next 2 years will not be hard at all. LMR
just needs a little boost in SP and some market support.
For most, graphene is still not on the radar, but just because it isn’t
on the radar of most investors… doesn’t mean graphene isn’t quietly
inspiring a tech revolution in science.
Graphene Labs is determined
to capitalize on the ‘Graphene Revolution’ and partnering with Lomiko
Metals is the first step in building a vertically integrated mine to
market graphene company. What Graphene Labs has recognized is that
having access to capital, expanding to industrial production and
becoming a low cost producer are key traits to winning the Graphene
Race. Graphene Labs is ready to take that next step; scale up and take
graphene production from ‘pilot’ to ‘industrial’.
Who are Graphene Labs?
Graphene
Labs is a company who specializes in the manufacture and sale of
research material to Research and Development markets around the globe.
They are a team of science oriented individuals who are using their
expertise in nanomaterials to bring functional graphene materials and
devices to the market. The team of scientists headed by
CEO Dr. Elena Poloyakova possess extensive experience in characterization of structural and electronic properties of graphene. These
skills and knowledge of 2D materials give Graphene Labs a competitive
edge over most. At best the competition is limited to just a few like
companies like PlanarTech, CVD Equipment and Graphenea. Graphene Labs
is the biggest of the group and offers the widest selection of graphene
and 2D products including...
-
Boron Nitrate
-
MOS2
-
CVD (chemical vapor deposition) graphene from CVD on metals to 3D CVD graphene
-
Graphene Nanopowder
-
Graphene Coatings
-
Graphene Oxide in the form of films, powders and solutions
-
Graphene TEM grids
-
3D graphene Foams
The company even sells various forms of graphite including flake, high
crystalline, nano graphite, carbon black, amorphous and kish graphite.
If you look at what other companies offer like PlanarTech’s
‘Graphene Platform’ and then go to
‘The Graphene Supermarket’ to compare…
Graphene Labs is by far and away superior.
When you have team of scientists running company who are experts in the
field, it gives the company extensive human capital. It shows with
the product offering which is second to none when it comes to graphene
and 2D materials. The human capital factor can never be
underestimated. The human spirit is very resilient and can always
bounce back, whereas a company like Graphene Technologies is relying on a
specific technology to work. Both companies will have the potential to
profit immensely off the Graphene Revolution, but Graphene Labs is at
the center of it all offering everything that the graphene industry has
to offer
. Securing the Quatre Milles deposit which has the purest
graphite around means Graphene Labs will continue produce the highest
quality graphene in the industry.
Graphene Labs are the biggest sellers of graphene with $1M in sales. No other graphene company can boast that.
-
They are THE leading supplier in nanocarbon and graphene products and other 2D materials.
-
They have a million dollars in sales of graphene to their R and D markets.
The strategy is simple. Supply R and D markets
with the best graphene available on the market and eventually your R and
D clients become commercial clients looking to commercialize a product.
Graphene Labs currently has pilot scale production capability and will
be looking to scale up their graphene production process to industrial
scale. This will allow the company to continue to grow and be a leading
supplier of 2D materials in the industry. Given the company already
has $1M in sales revenue;
they have a first mover advantage over
almost everyone in the industry and an extensive customer base as
graphene technology continues to progress.
A graphene production company with actual graphene sales looking to expand production and sales!!!
The potential is as good as it gets. Not anywhere on the market do you
get a company loaded with the best human capital in the business, has
graphene sales with an extensive customer base AND has secured the best
flake graphite deposit in the business, ideal to produce the highest
quality graphene.
What is the price of Lomiko Metals again?
6 cents!!! AND a $4M market cap… with the right to an
exclusive 49% equity stake GRAPHEN LABS… a company who is at the center
of this disruptive technology… ARE YOU KIDDING ME?
Yes I will confirm the rumors… Canadians are cheap… but this valuation
defies any logic or common sense in an industry that is on the verge of
changing the world. I would pay $100M for the WORLD LEADING GRAPHENE
COMPANY. Which is what Graphene Labs is… one of
the World Leading Graphene and 2D Materials Companies.
A $4M valuation and at the center of the most disruptive technology the world has ever seen.
It defies all logic!!!
Disruptive Technology… Billion Dollar Potential
Disruptive technology has the type of power to make billionaires out of
thin air. For graphene… it won’t be just one person who masters it.
The opportunities are limitless with new applications and presenting
themselves on a daily basis. That is why Graphene Labs is a great bet
and play on the entire industry. You are not dependant on one
technology as graphene will produce graphene for whoever needs it.
Graphene Labs is the best way to play the entire graphene sector as they
company success is dependent on graphene’s success. The evolution of
this technology in just one year is mind boggling. The discoveries are
not slowing down. Over 12,800 patent applications regarding graphene
speak volumes to the potential of this market across hundreds of
different companies and nations. If you wanted a ground floor
opportunity in a sector where the potential is truly blue sky… it is
Lomiko and Graphene Labs.
The
Great Graphene Race will provide that opportunity…
the chance at billions in potential revenue. In all the time I have
been around the market… I HAVE NEVER SEEN A BETTER SPECULATIVE
OPPORTUNITY THAN GRAPHENE. But then again… never have I seen anything
that is poised to change the world quite like graphene. Being a
Canadian company you should be proud that
WE HAVE A CUTTING EDGE GRAPHENE TEAM CHOSING TO BUILD THEIR COMPANY ON OUR MARKETS.
100 different companies started chasing the graphite story last year
when it became apparent that electric vehicles and graphene were going
to change the landscape. These companies missed the mark when the REAL
STORY and opportunity IS electric vehicles and Graphene. Not graphite.
GRAPHENE IS THE GREATEST DISRUPTIVE TECHNOLOGY THE WORLD HAS EVER SEEN.
Graphene is a market where barriers to entry are high and where 100
companies cannot appear overnight on the investing landscape. The
barriers to entry into the
Graphene Industry are enormous which provides just another reason to own Lomiko and Graphene Labs…
-
EXCLUSIVE EQUITY RIGHTS to Graphene Labs
-
The purest flake graphite deposit in the industry
-
Building a vertically integrated graphene company from mine to market
And maybe the biggest reason to own Lomiko… is the ground floor
opportunity at a $4M valuation which screams this stock should be green
lighted to $0.50.
AND most likely will be green lighted one day.
I am not saying Graphene Labs is the best graphene company around… but
it is. I am not saying LMR has made the best decision for shareholder
growth… but they have. Hell, I am not even saying that supplying the
most R and D departments around the globe will translate into enormous
sales… but it will. What I do know is Graphene Labs is the most diverse
graphene company with the greatest product offering and the greatest
amount of R & D sales to R & D around the globe. It is a
research team in 2D materials headed by Elena which is second to none in
the industry.
I don’t know about you… but I am extremely excited about the
opportunity for BLUE SKY growth that Graphene Labs and Lomiko have made
in their partnership. From mine to market, Lomiko Metals is Canada’s
first ‘true’ graphene company.
Christopher Skidmore .... YOU BET I OWN LOMIKO SHARES!!!
Beat the Market Stock Picks
The
‘White Knights’ who suddenly appear parading with boatloads of cash to
save the venture exchange are the very vultures who have come to feast
upon the wasteland of dead companies that currently litter the market.
We are not talking about cheap crappy companies… no…. we are taking
about an unprecedented buying event when you
are able to buy companies close to their 2009 lows. Some companies are
even trading below their 2009 lows. Make no mistake, these very same
vultures are one reason the market ends up in the perilous conditions.
The attitude of looking out for ‘numero uno’ and not what is in the
best interest of the company. Maybe a re-evaluation of investment goals
is needed for the entire industry before we see change of how investors
and financiers treat the underlying ‘investment vehicles’ who have
billion dollar projects and are trying to build mines which trade for
less than $10M valuation. 
