Even though graphite companies have been ever increasing blips on
investors' radar screens over the past couple of years, the space
got a massive visibility and validation boost when the already
iconic Tesla Motors announced its planned lithium ion battery
gigafactory to be completed by 2017 to support the demand for its
new Tesla Model S. It's partnering with Panasonic and initiatives
by rival behemoths such as Samsung and others will undoubtedly add
to the interest both for graphite and tech derivative graphene.
Without reciting readily available facts, the bottom line is
that Tesla is projected to use 30k tons of battery grade spherical
graphite derived from 102k tons of feedstock. At the moment, only
80k tons of the high-grade natural flake mineral necessary is being
produced annually. And given that the cost per ton of synthetic
graphite is roughly double that of natural flake, the future growth
may well belong to the latter as more mines come on-stream.
"Investors need to understand that the impressive growth will
ultimately come from graphite/graphene technology applications such
as 3D printing," stated A. Paul Gill, CEO of Lomiko Metals
(TSX-V:LMR) (OTCQX:LMRMF) (FRANKFURT:DH8B). "Lomiko not only has
first class mineral properties, but also intends to be an incubator
of graphene technologies. The recent successful market debut of
Graphene 3D Labs, of which LMR owns 11.23% or 4.4 million shares,
has been a solid proof of concept that our aggressive plans to seek
out the best opportunities deliver exceptional shareholder
value."
Considering there are more than 11,000 plus patents or patents
pending for graphene technologies, the story just gets more
compelling. Large companies such as General Electric and
Lockheed-Martin and have also confirmed their interest in utilizing
graphene technologies.
Credit Suisse forecasts that global 3D printing market revenues
will reach almost $12 billion by 2020; it came in just over $2
billion in 2012. That represents annual growth of 20-30%. The
retail consumer/small business market shows the largest growth
potential with 100%+ year over year growth in 2013.
While financing for all companies is tough at the moment, LMR
closed a $5.5 million financing in March 2014. As well, over the
last nine months, the Company's 100 % subsidiary, Lomiko
Technologies, invested $350,000 for a stake in (with Graphene Labs)
spinoff Graphene 3D Labs for a final ownership total of
approximately 4.4 million shares.
GGG began trading on Aug 11th, 2014, and the shares rapidly hit
$1.22 a share on Aug 13 2014, a rise of more than 800% on
impressive volumes. The shares currently trade at about $0.95,
evidencing the ongoing investor interest. For Lomiko, the
collective math of the value of its stake following the GGG debut
and recent financing should impress investors. Lomiko's current
market cap is a modest $10.25 million.
At $0.075 a share, investors in Lomiko are basically buying the
cash and Graphene 3D Lab stake and getting the rest of the assets
as a bonus.
Over and above the fact that Gill is a font of knowledge on all
things graphite, graphene and the related technologies and
applications, the way he has structured Lomiko is unique among
peers. Is LMR a graphite miner? A tech company? An advocate for the
economics and sustainability of natural flake graphite and graphene
applications?
Yes.
Anyone who has linked to Gill or Lomiko on LinkedIn, Twitter,
Facebook or signed up for news directly from the Company will never
have to wade through pedestrian information, but the latest and
most relevant developments in the space. Given how fast moving
developments are, investors who want to keep abreast should find
LMR not only a great potential investment, but also an
indispensable information resource.
Graphene 3D Labs has proprietary technology which management
believes has the potential to bring 3D printing to the next stage
of commercial development and create new markets. The company has
two US patent applications pending for its technology.
Nobel Laureate Andre Geim discovered graphene in 2004. Simply
put by Geim in a 2013 CNN interview:
Because of its range of extraordinary properties, people are
considering using graphene in a myriad of different applications.
For example, because graphene is so strong, people want to use it
to reinforce plastics, making them conductive at the same time.
Because it's transparent and conducts electricity, people want to
use it in applications like mobile phone screens, touch screens, TV
screens and so on. People are also considering using it to go
beyond silicon technology and make our integrated circuits even
denser and speedier. Those are just few examples.
While the applications in 3D printing are impressive, there are
several multi-billion dollar industries that will benefit from this
alliance including the medical appliance market, biotech and super
capacitors. RFID, smart packaging, ITO replacement, sensors, logic
and memory are also areas where graphene will likely see
exceptional growth.
Lomiko's flagship property, the 3824 hectare Quatre Milles in
Quebec continues to move ahead. The eastern portion has already
been drilled. The exciting part is what was found in the West Claim
Block in the July 2014 survey; 88 magnetic anomalies with no less
than 23 high priority targets. These represent by far the best
potential within the property, displaying the same size as the
eastern anomalies but larger in number of targets. Since the
Company can't ignore the impressive potential of these findings,
drilling is being stepped up within the 2014 plan. Lomiko's cash
position will fund the development.
If you want a pure graphite mining play there are lots of
candidates. If you want one that is already diversifying revenue
streams, positioning itself at the leading technology edge of this
burgeoning space and can be had for what seems to be a ridiculously
low price, kick Lomiko's tires.
Lomiko trades at $0.06 with a market cap of $8.2 million.
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CONTACT: Lomiko Metals Inc.
A. Paul Gill
604-729-5312
info@lomiko.com
www.lomiko.com