EDITOR: | September 3rd, 2013 | 1 Comment

Focus Graphite reigns supreme despite sector’s ‘summer doldrums’

| September 03, 2013 | 1 Comment

InvestorIntel Graphite & Graphene Month-in-Review (August 2013): The InvestorIntel Graphite & Graphene members stock performance was largely flat for the month of August, collectively down -2.76% for the month. It should be noted, however, that other sectors were – more or less – flat as well (ironically, with all that’s been going on in potash as of late, Potash & Phosphate members averaged the biggest gain in August). Perhaps August’s performance was to be somewhat expected, as the Graphite & Graphene members averaged +15.34% in July and +1.03% in June (which is still a +4.54% per month average return, factored over the past three months).

With the Labour Day holiday officially bringing yet another summer to a close, we can say goodbye to the “summer doldrums” and can anticipate a stronger market overall and, at minimum, significant increases in trading volume. Wait a second… that just gave me an idea for an article. But I digress, graphite and graphene, in particular, are positioned to do well. The graphene revolution (as Tracy calls it) is in full swing and one can expect to see graphene gradually work its way out of research and development laboratories around the world and into our everyday lives.

The first-place finisher for August was Focus Graphite Inc. (TSXV: FMS | OTCQX: FCSMF) up a solid +17.83% in the US and +17.24% in Canada on some major news announcements. Earlier in the month, Focus’ partner, Grafoid Inc., announced the details of a recent graphene patent filing. The patent was filed jointly between Grafoid and Hydro-Québec (not a misprint). Patent-pending MesoGraf technology sets the standard for high-energy-density graphene, which is really exciting news for Focus President, CEO and Director Gary Economo, Chief Scientist Dr. Gordon Chiu and the entire Focus Graphite family – including Grafoid and Graphite Zero. On August 21st, Focus announced that Lac Knife pilot flotation plant tests yield large flake graphite concentrate (+80 mesh) grading 98.3 carbon, which led me write the following article: Focus’ high-grade testing indicates potential for purification to premium-priced graphite. While most advanced-stage graphite companies are completely focused (no pun intended) on going into production, Economo and company are strategically developing their graphene businesses/interests as well optimizing and developing Lac Knife. Gary was a huge help with my graphene article last week – Graphene: the gold rush that is going to change the world… but when? –  which was the number-one article on InvestorIntel for August. Graphene has captivated readers’ attention and we look forward to bringing you more coverage of the wonder material in future.

August Highlights:

We will have an interesting piece on Energizer Resources (TSX: EGZ | OTCQX: ENZR) – which just last week elevated to the OTCQX marketplace and is the only graphite play listed on the TSX – featuring the company’s advanced-stage Green Giant Graphite Project in the Republic of Madagascar this week.

InvestorIntel readers can look forward to an in-depth article with world-renowned graphene expert, Dr. Gordon Chiu in September. He’s a brilliant scientist (the head scientist for both Focus Graphite Inc. and Grafoid Inc., which he also co-founded) and is on the front lines of graphene research.

An update on Benoît Gascon’s Mason Graphite Inc. (TSXV: LLG) and its high-grade flake Lac Guéret Graphite Project in Quebec.

Also, look forward to an update with Paul Gill from Lomiko Metals Inc. (TSXV: LMR | OTCQX: FCSMF) and expect some news late this week or early next. I’m anxious to find out what Graphene Laboratories is up to.

I had a chance to speak with Zenyatta Ventures Ltd’s (TSXV: ZEN | OTYCQX: ZENYF) Aubrey Eveleigh a couple of weeks ago and received an update on Zenyatta’s (the darling of the TSXV exchange) rise to the top. Of course, the conversation touched upon graphene. We discussed some of the seemingly unreal potential applications being developed for and with graphene, namely, the potential for exponential capacity increases for high-capacity portable energy applications (LPH batteries) – from a prototype electric car that can achieve over 500 miles per charge (and requiring a relatively nominal charging time, when compared to current lithium battery charging requirements) to a smartphone that only needs to be charged, briefly, once a month and other quantum leaps in technological advances being prototyped with graphene.

“One thing I’ve learned since I’ve been in graphite is that it’s one of those elements that does not get respect,” explained Eveleigh, “and it should get more respect, given the new and developing technologies that require it. We’re seeing something almost on a weekly or monthly basis that requires high-purity, high-quality graphite. But graphene is an interesting one, fascinating really. It’s a wonder material and it’s going to change the world… but I don’t know when.”

Eveleigh further commented, “I’d love to see graphene applications advance very quickly, and if money is any indication, graphene research is being fast tracked. There’s, literally, billions and billions of dollars being spent worldwide on it. Just yesterday, I talked to a top scientist who is starting graphene research in September, here in Canada.” 

A few nights ago, while I was on the train riding home, a bright, charismatic university student struck up a conversation with me. When I told him what I do, his face lit up. “You know about graphene!” he exclaimed. Before I could say another word, he continued: “Graphene’s amazing. I know all about it. Check this out, I met this scientist recently who modified her, like, iPhone’s battery with, like, graphene and now she totally has way longer battery life. Anyway she and I were talking and she told me about all the stuff that graphene is going to change. I’m really excited about it and am actually researching what it will be able to do.” And that bright kid is not alone. Scientists around the world are racing to do to the same.




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