THE S.I. GRAPHITE BLOG | Stock Discussion Forums

Sponsor

Gold/Mining/Energy | THE S.I. GRAPHITE BLOG

From: canucklehead80	5/15/2012 3:36:13 PM
	of 834

Lomiko CEO Paul Gill on Quebec graphite acquisition Lomiko Metals Inc TSXV:LMR announced a letter of agreement to acquire a 100% interest in the Quatre Milles West Property in south Quebec. Under the agreement, Lomiko pays three vendors a total of $3,000 and issues 1.8 million shares. The vendors retain a 2% NSR, half of which Lomiko may buy for $1 million. The 2,180-hectare property covers the western extension of the geology that hosts the graphite-bearing structures shown in historic drilling at the company’s Quatre Milles Property. The combined property now covers two claim blocks, one eight kilometres by seven kilometres, and the other seven kilometres by five kilometres, bringing the expanded Quatre Milles Property from approximately 1,600 hectares to 3,780 hectares. Read the rest of this interview with Paul Gill on Lomiko's Quebec graphite play.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

To: waitwatchwander who wrote (426)	5/16/2012 10:59:56 AM
From: Western Rookie	of 834

I think you have missed the point. The fact that there is a lot of the material gives it a quality that the 'graphite theme' needs.... the abundance of potential supply. If there is not enough of a material to to supply a revolution in engineering for the next century, then there is no point in it ever being considered THE material that has the potential to change everyone's lives. It is a problem with the gold market. There is no more gold, so you have a hard time convincing people it will ever be currency again when you can't make any more of the stuff. The fact of the matter is that the the potential markets are there among several new industries and graphene has the potential to turn this market into an exponent of itself. That is something you cannot ignore. I still believe grade is king, despite Northern Graphite's protestations about grade because of how early it is and the ability to flood the market at a low market price like Energizer's Green Giant has, so waitwatchwander is somewhat right there. But we are at that critical point in this element's story where demand for the product is about to change in a big way for the product. In short, having an abundance of something is not a bad thing. The problem in Canada is that so far many of these deposits are quite small and why I have high water marks of at least 1M tonnes of contained graphite and could rise depending on how much graphite is delineated over the next 18 months. It is a reason I went outside of Canada to find my top pick. In the end mining characteristics will always win. There is a market for spherical which is where NGC will probably slide into things with a value added high purity spherical material. But until you find it all and put in demand projections and rank the deposits, it is still largely an unknown as to what those critical hurdles to mine are. So far in Canada most of these deposits are 500 to 1000 tpd capable and not much more which means little addition to supply in the big scheme of things if graphite demand is 5Mt to 10Mt by 2030 and growing at a parabolic rate. There will be lots of room for many different players over the long run and demand is definitely going to increase.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

From: Western Rookie	5/16/2012 12:17:53 PM
	of 834

LOGAN COPPER ACQUIRES FORMER HIGH GRADE NORANDA GRAPHITE PROPERTY Up to 85 % Graphite drilled May 14, 2012 DELTA, BC, Canada – Logan Copper Inc. (the “Company”, “Logan Copper”, “LC”), (TSX.V: LC) is pleased to announce the acquisition of a third Graphite property in Quebec. This new property, the Carheil Graphite Property (Carheil) was acquired through Quebec’s Gestim system. Carheil encompasses approximately 5,400, 100% owned, contiguous acres with no NSR or work commitment attached. The Carheil property is located approximately 280 km NNW of Val-d’Or, QC and is approximately 120 km N of La Sarre, QC. Aurizon Mines Ltd.’s producing Casa-Berardi Gold Mine is located approximately 19 km south of LC’s Carheil property. There is an existing road crossing the property which leads to the BHP Billiton Ltd.’s past-producing Selbaie Zinc Mine which is located approximately 20 km east of LC’s Carheil property. Mr. Thal S. Poonian, President and CEO of Logan Copper commented “LC believes that the Carheil property has the potential to become its flagship graphite property. We look forward to verifying the historical results and defining the project potential”. A percentage (6.67% or 360 acres) of the 5,400 acre Carheil property was formerly explored by Noranda Exploration Co. Ltd. (Noranda). In August 1975 Noranda completed a geophysical survey covering approximately 300 acres of the Carheil graphite property. Noranda completed two diamond drill holes in the surveyed area in May of 1978. The first hole was lost in overburden while the second hole number 2-78 was drilled to a depth of 497 feet. Historical diamond drill core log report number GM33862 returned results as follows: 157 – 227 feet about 5% graphite 240 – 425 feet 20 – 60% graphite 428 - 453 feet about 85% graphite The hole was drilled at dip collar -55o and core size was AQ. The historical, non-43-101 compliant, geophysical survey report filed with the Quebec Ministry of Natural Resources, report number GM: 31366, reported the following. Magnetic Survey Assessment Data “The instrument used was a McPhar M700 Fluxgate Magnetometer. Readings were taken at all of the 100’ stations. The usual diurnal and datum adjustments were made and the corrected results were plotted and then contoured. Som 355 (base, sub-base and line) stations were read in the period August 4-12, 1975 by personnel of Noranda Exploration Co.” Magnetic Results “The magnetic suggest a formational strike of 125o. There is one closure inside the 1000 gammae contour. This extends from about 1550N on Line 16E to about 1500N on Line 20E.” Horizontal E. M. Survey Assessment Data “The instrument used was a Geonics EM17 Horizontal Loop. Readings were taken at all of the 100’ line stations. Some 245 of these were taken concurrently with the magnetic work by” Noranda’s “crew.” E.M. Results “Three conductors were located. These are: - AA. This intermittent conductor possibly extends across the grid. It is rather weak in amplitude and the conductivity is only fair. On Lines 12E and 16E it lies on the north flank of the magnetic closure mentioned above. The strike is approximately 125o. BB. This conductor may be traced across the grid. The amplitude and conductivity are good to excellent especially on Lines 8E, 12E, 16E, 24E, 28E and 32E. The strike is as above. CC. This conductor has fair amplitude and conductivity. The apparent strike of 60o is rather puzzling unless one assumes the conductor is caused by a fault or shear.” Conclusion “Conductor BB should be drilled on Line 16E. Sufficient footage should be allowed to cover the suggested conductor width of 150’ and the possible intersection of conductor CC.” The historical data quoted herein was obtained from government files and other historical data and has not and cannot be verified as it is based on reports obtained and prepared by previous operators. The Company has not completed the work necessary to verify the results and is not treating the results as NI 43-101 defined resources verified by a qualified person. Although the historical data should not be relied upon, the Company views this historical data as relevant and a significant indication of the projects mineral potential. This property will require considerable further evaluation which the Company intends to carry out in due course. LC’s technical team, led by Mr. Roger LeBlanc, P. Eng, Geo., will review the available data and commence exploration of the Carheil property as soon as possible. LC’s goal is to obtain a 43-101 compliant resource estimate for this property. Roger LeBlanc, P.Eng, is a qualified person pursuant to National Instrument 43-101, and has reviewed and approved the technical disclosure of this news release. For more information, please visit 1-866-940-9110. Historical Reserves, Resources, or Results Any data regarding historical reserves, resources, or results cited herein as historical are not compliant with National Instrument 43-101- Standards of Disclosure for Mineral Projects ("NI 43-101") nor current unless otherwise specified. They are derived from historical documents and represent that at sometime in the past the then current operators undertook an estimate of the size or metal content of the deposit based on economic factors that existed at that time. If they are included herein, it is for illustrative purposes only and should not be relied upon as factual. Investors are cautioned that a qualified person has not completed sufficient work and the information has NOT undergone rigorous geological review and QA/QC testing by a Qualified Person as defined in NI 43-101. Neither the Company nor its personnel treat this data as a current mineral resource, reserve, or results as defined under NI 43-101, nor do they rely upon them for evaluation purposes. However, this data is being used as a guide to exploration as the Company develops data to support any potential future mineral resource estimates in accordance with the requirements of NI 43-101. About Graphite Graphite is a polymer of carbon that comes in three naturally occurring forms - flake, amorphous, and lump. All three are found in metamorphic as well as igneous rocks, varying by grade, particle (mesh) size and moisture content. Graphite exhibits a number of characteristics, which make it a high value industrial mineral with a broad range of applications: it is an excellent conductor of heat and electricity, is resistant to strong acids and thermal shock, is a lubricant, is refractive and has the highest natural strength and stiffness of any known material. The commodity price of natural flake Graphite has steadily increased to as much as $3,000 per tonne from $694 per tonne in 2009. Industrial demand for graphite is growing at approximately 5 per cent annually. Of the 1.1 million tonnes of worldwide graphite production, 800,000 tons (73%) comes from China where the closure of a number of natural graphite mines is reducing world-wide supply. Also, the government of China has imposed a duty of 20% plus an additional 17% value added tax on exports of graphite causing increases to prices for consumers. Consumption of graphite continues to grow rapidly through increased use in ion batteries, carbon fibre reinforced plastics, and carbon alloyed metals. Furthermore, additional demand is anticipated for use in fuel cells and the construction of pebble bed nuclear reactors. Some examples of uses of graphite are: An average fuel cell vehicle will use 80 kilograms of graphite. An electric car will require 25-50 Kilograms of graphite, Pebble Bed Nuclear Reactors require “3,000 tonnes of graphite at start-up and 600 to 1,000 tonnes per year”. China has one operating prototype of a Pebble Bed Nuclear Reactor and has firm plans to build 30 more by 2020. Researchers at West Virginia University estimate that “500 new 100 GW pebble reactors will be installed in the US by 2020 with an estimated graphite requirement of 400,000 tonnes” (annually). About Logan Copper Inc. Logan Copper Inc. is a Canadian mineral exploration company listed on the TSX-Venture Exchange under the symbol LC. LC’s British Columbia project, the Logan Lake project, includes the “Dansey”, “Bertha Molly (Lost Mine)”, “Duffy” and “TW” copper properties, which comprise a contiguous 100% owned parcel totalling over 137,900 acres located between Kamloops and Merritt in British Columbia. The Company owns three graphite properties in the province of Quebec. The first is LC’s Mayo graphite property near the town of Mayo, Quebec totalling over 3,266 contiguous acres. The second is LC’s La Piece Perdue graphite property near the town of Notre-Dame-du-Laus, Quebec that comprises 6,626 contiguous acres and the third is LC’s Carheil Property totalling approximately 5,400 contiguous acres. These properties are 100% owned by LC and have no Net Smelter Royalties attached.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

From: Western Rookie

5/16/2012 12:48:19 PM

of 834

Uranium North Discovers Significant Graphite on Amer Property and Stakes New Ground

VANCOUVER, BRITISH COLUMBIA--(Marketwire - May 16, 2012) - Uranium North Resource Corp. ("Uranium North" or the "Company") (TSX VENTURE:UNR) announces that it has identified significant amounts of graphite on its 100% owned Amer Lake Property in Nunavut. Multiple graphite bearing beds ranging from 15 to 25 metres thick have yielded up to 4.13% graphite.

Graphitic beds have been intersected by two reverse circulation drill holes 3.1 kilometres apart as well as a core hole drilled 15 kilometres to the east. The same graphitic units have been identified in three surface outcrop exposures spanning an area of 22 x 10 kilometres.

The graphitic rocks are flat lying and occur in a basin scale stratigraphic unit that is a minimum of 60 metres thick and is expected to extend over a 26 x 8 kilometre area based on geological mapping.

"We are quite excited by the fact that the graphite at Amer occurs in thick extensive beds, not small thin veins. The thickness, grade and lateral extent of these graphite beds clearly represents a large scale deposit target for the company and depending on the nature of the graphite; this is a very significant discovery. With the future outlook of graphite and uranium, the Amer Lake property is highly valuable," says Mark Kolebaba, President and CEO of Uranium North Resources.

Six test samples were randomly selected from two reverse circulation drill holes 3.1 kilometres apart and submitted for analysis to determine the graphitic carbon (Cg) content. The results from the analysis are shown in the table below.

Sample	(Cg) %
54268	4.13
54271	3.2
54272	3.84
89474	0.6
89477	3.22
89482	3.77

Analysis method is Infrared

Samples have been submitted for mineral liberation analysis (MLA) to determine the nature and particle size of the graphite.

Graphite beds that outcrop at surface along the paleo-basin margins should be mapped in detail and sampled systematically. A 2000 to 3000 metre drill program with drill hole spacing at 500 to 1000 metres is required to test the grade, thickness and lateral extent of the graphite units across the basin.

Graphite at Amer Lake was recognized during the company's uranium exploration program. The presence of graphite was investigated as a reducing environment favorable for uranium precipitation. This new graphite discovery increases the attractiveness of the Amer property where we have an existing uranium resource with potential to expand. Since the discovery of graphite on Amer, the company has staked additional claims over areas with known outcropping graphitic rocks.

The project is 70 kilometres from an all season road to Baker Lake and sea access.

Bruce Kienlen, P.Geol, and Graham Gill, P.Geo, are Qualified Persons as defined by National Instrument 43-101 reviewing the data in this news release.

On behalf of Uranium North Resources

Mark Kolebaba, President and CEO

Recommend | Keep | Reply | Mark as Last Read

From: Western Rookie	5/16/2012 5:57:52 PM
	of 834

Carbon Electronics: Can We Foot The Bill? Carbon Electronics: Can We Foot The Bill? - Forbes Supratik Guha, IBM researcher This is a guest post by Supratik Guha, director, Physical Sciences, IBM Research. About once in a generation a new material comes along that revolutionizes the field of electronics and sparks widespread changes to society. Silicon, developed sixty years ago, remains the basic material for building the integrated circuits that enable the information technology economy. Forty years ago, practical gallium arsenide lasers emerged for eventual use in optical disk drives and fiber optics, thereby altering the worlds of entertainment and telecommunications. A compound of gallium and nitrogen was harnessed 20 years ago for semiconductor-based light bulbs, promising to remake the world of lighting. And now there are a couple of new entrants, allotropes of the chameleon-like carbon, from which crystals as hard as diamonds and as soft as the “lead” in a pencil are made. These new materials, graphene and carbon nanotubes, could have enormous impact on our future. Graphene is a single sheet of carbon atoms, while carbon nanotubes are sheets of graphene rolled into tubes with the ends fused. Originally studied for the physics that arises from their atomic dimensions and shapes, they are being investigated for applications that span integrated circuits, energy storage and conversion, biomedical sensing and DNA sequencing. No material since silicon (and perhaps steel) has seen such diverse possibilities, and few appear to be endowed with the attractive electronic, optical, and mechanical properties that graphene and nanotubes are reported to possess. This groundswell of good news is certainly part hype, but, most researchers feel that these materials will eventually lead us to a convergence of computing, sensing, communications, and consumer electronics. However, right now, they are like a rebel without a cause. We have not engineered these materials enough to be able to precisely predict where they will be used. This arc of progress can be unpredictable: yet this same uncertainty offers a tremendous opportunity for the United States to establish dominance in these core technologies. A carbon nanotube. Source: IBM Research A lot of the early work on graphene and nanotubes was done in Europe and Japan, but the bulk of the research today is carried out in the United States–a look at any major peer reviewed journal that covers nanotechnology confirms this. Most of the working electronic circuits, however primitive, have been built in US labs. The United States leads the world in carbon research today and the government’s investment in carbon nanotechnology is of the order of about $100 million a year, distributed across universities, government and industrial laboratories. Private industry has also invested in the field. Over the past fifteen years, IBM has funded a well-sized research program on carbon nanotubes and graphene to investigate both the science as well as develop intellectual property for using these materials in integrated circuits. However, the next phase of carbon material development will need significant additional investment in order for the US to retain its competitive advantage. As scientists seek to transition from basic science to applied technologies, we are entering a crucial phase in the development of carbon nanotubes and graphene. Harnessing good science requires the ironing out of many impediments and enabling other parallel discoveries. The silicon transistor and integrated circuit could not have happened, for instance, unless an engineer by the name of Bill Pfann at Bell Laboratories discovered a practical method for making extremely pure silicon in the 1950s. It is like climbing a tree with many branches, each beckoning exploration. Building a carbon nanotechnology from its scientific underpinnings will therefore take ten years or more, and a lot of money. The countries, universities and companies that pick the right branches and make the most aggressive and judicious investments stand to benefit from what could be the beginnings of new industries. Some countries are beginning to place large bets on carbon materials. A graphene research initiative is one of six finalists for a 1 billion euro European Community program over ten years and the United Kingdom just announced a 50 million pound investment in the laboratories of the discoverers of graphene at the University of Manchester. And Singapore has invested about $70 million over the next five years in a carbon research center. The United States faces economic hardship and there is no doubt that its financial deficits need to be addressed in order to remain competitive. But we also must recognize that austerity alone is not enough to drive continued U.S. economic competitiveness. As the government makes these decisions, we urge lawmakers to consider that this is the time to step up investing in the seeds of this technology. Carbon nanoelectronics could have the impact that silicon has had on us in the last century.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

From: Western Rookie	5/17/2012 9:54:39 AM
	of 834

Arrowhead Reports Graphite Horizon on Gateau Property, Quebec May 17, 2012 VANCOUVER, BRITISH COLUMBIA--(Marketwire - May 17, 2012) - Arrowhead Gold Corp. ("AWH") (TSX VENTURE:AWH) Arrowhead is pleased to announce that after a review of previous drilling completed on the Gateau property in 2008, it has been determined that drill hole GAT-08-01 intersected 48 metres of coarse-grained graphite mineralization from 57 to 105 m. The graphite horizon is within a basalt unit just below a contact with a quartzite unit. An airborne survey completed over the property in 2011 outlined an electromagnetic conductor approximately 7.5 km long in an east to west direction. This conductor is coincident with and appears to be caused by the graphite horizon. Up to five other conductive horizons were identified by the airborne survey and may also be related to graphite mineralization. The drilling was done to test a uranium target so no analytical work to measure the carbon content of the graphite was completed. The drill core is still on site at the property. The Gateau property is located roughly 240 km northeast of Chibougamau and consists of 75 claims in one contiguous claim block covering 3,975 hectares of the Chibougamau Mining District of Quebec. Arrowhead intends to send a crew to the property in order to re-examine the graphite horizon in GAT-08-01 and prospect the electromagnetic conductors for graphite. Mark Fekete, P.Geo., a "qualified person" as defined in Section 1.2 in and for the purposes of National Instrument 43-101, reviewed the technical content of this release. On Behalf of the Board of Arrowhead Gold Corp., Steve Smith, President This news release may contain forward-looking statements based on assumptions and judgments of management regarding future events or results. Such statements are subject to a variety of risks and uncertainties which could cause actual events or results to differ materially from those reflected in the forward-looking statements. The Company disclaims any intention or obligation to revise or update such statements. To view the map associated with this press release, please visit the following link: media3.marketwire.com Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

From: Western Rookie	5/17/2012 12:44:18 PM
	of 834

Reuters urges Caution on Graphite Asking “Will graphite go the way of rare earth?”a May 6 Reuters story states that shares of companies involved in graphite “have soared, probably to unsustainable highs.” The report says graphite prices “rose last year in part on concerns that China, which produces some 70% of global supply, will choke off exports much as it did with the rare earths.” But as Chris Berry noted at OnPage Media’s Graphite Express-Conference in Toronto on May 2, a pullback in graphite stocks began about a month ago, well before the “unsustainable highs” now reported by Reuters. “Phase One of this graphite boom is completed,” Berry said. “But the trends that put graphite on the map are still intact.” The co-author of Morning Notes and founder of House Mountain Partners states that even without lithium batteries and other next-generation uses, “and assuming global GDP growth of 5% over the next eight or nine years, you’re looking at about a 1.8-million- or 1.9-million-tonne market.” Reuters quotes Asbury Carbons CEO Stephen Riddle as saying, “In a three-month period we had prices double, just that quickly.” The story states, however, that his company, which manufactures a range of products from graphite, “has had no trouble finding graphite supplies, and prices are even softening.” Reuters suggests that projected demand for lithium-ion batteries has been overstated and that manufacturers prefer synthetic graphite to the natural flake product. The article acknowledges that “synthetic graphite can cost more than $20,000 a tonne, while unprocessed flake graphite costs $1,500 to $3,000 a tonne. Add in processing and coating, and the price is about $8,000 a tonne, meaning natural graphite represents major cost savings.” Nevertheless, Jonathan Lee, a battery materials analyst with Byron Capital Markets, says a shift to the natural product “will take time, and I don’t think that it is imminent.” Reuters concludes with a comparison to the rare-earths bubble, in which stocks rose and fell sharply when China slashed exports in 2010. “You could double your money on a company that has nothing. However, there’s no way to tell when a flavour of the day will become a flavour of yesterday,” says Louis James, a mining investment strategist at Casey Research. The article noted that “ Northern Graphite TSXV:NGC, Focus Metals TSXV:FMS and Energizer Resources Inc TSXV:EGZ are often mentioned by analysts as promising development-stage companies.” The US Geological Survey pegged 2011 world graphite production at 1.1 million tonnes. That amount is expected to drop in 2012, according to Simon Moores, an authority on graphite and other strategic commodities who writes for Industrial Minerals. Moores has also pointed out that China produces about 80% of world supply, not 70% as reported by Reuters. Moores, Berry, geologist Mickey Fulp and others have pointed out a number of contrasts between the graphite space and the circumstances leading to the rare-earths bubble. They include the fact that graphite has a wider range of both current and emerging uses; graphite’s 2011 world production was about 10 times that of rare earths; graphite’s exploration and mining is simpler, faster and cheaper; graphite’s metallurgy is much simpler; and graphite expertise exists outside China, as does a graphite supply chain. While Berry remains bullish on graphite, he cautions investors that a project “shouldn’t be too slanted toward a given end use, say batteries. A balanced footprint is the best bet because it insulates a company from demand shocks. What you need to remember is with a graphite deposit it is not one size fits all. Mesh size and carbon content can vary. It’s great to be able to say we have a certain percentage that is perfect for the battery industry, based on flake and carbon content. But if that’s only 20% of a given deposit, you need to be thinking about what’s going to happen with the other 80%.” Disclaimer: Focus Metals Inc is a client of OnPage Media and the principals of OnPage Media may hold shares in Focus Metals.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

Previous 10 | Next 10