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Graphex Mining - Initiation Report – November 2016

9 Videos - Nov 2016


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Summary - Initiation Report – November 2016

Graphex Mining is an ASX listed company currently developing the Chilalo expandable graphite in Tanzania.  This analysis includes:

  • Valuation, investment & risk assessment;
  • Virtual site trip - Tanzania project;
  • Offtake negotiations and exploration potential; and
  • Graphite market review.

TSI Analysis - Valuation Analysis

Determining our base case valuation through financial analysis based on the following key assumptions:

  • Ownership & discount rate;
  • Mine life & production schedule;
  • Graphite price; and
  • Sensitivity Analysis

TSI Analysis - Investment Analysis

Focuses on aspects we believe will support and potentially improve the long-term valuation of the company, including:

  • Expandable graphite, growing market and demand
  • Exploration / production  expansion
  • Limited future funding requirement – Takeover?

TSI Analysis - Risk Analysis

Highlights potential risks associated with an investment in Graphex and how the company plans to mitigate these risks, including:

  • Offtake;
  • Pricing; and
  • Infrastructure

Operations - Chilalo Project – Site trip

Virtual site trip - Chilalo graphite project, Tanzania.  Features:

  • Existing resource & planned mining operation;
  • Process flowsheet;
  • Community surrounding the project; and
  • Existing infrastructure to be utilised for concentrate export

Operations - Offtake

Possibly the most important aspect prior to production commencing, for any commodity that is not traded on a designated metal exchange, is the implementation of an offtake agreement.

Graphex Mining is in advanced negotiations with two potential partners for the graphite production at their Chilalo project in Tanzania; China National Building Materials (CNBM) and China Gold. Both groups are state-owned Chinese Enterprises.

Operations - Community relationships

Review of Graphex’s relationship with the local and regional communities surrounding the Chilalo Project.

Exploration and Development - Chilalo Project – Exploration

Review of the exploration potential at Graphex’s Chilalo Project, covering:

  • Exploration potential;
  • Recent exploration program; and
  • Strategic direction

Technology, Product & Market - What is graphite?

Detailed review of the fundamentals for graphite

  • Sources & applications;
  • Unique pricing characteristics
  • Supply & demand – Current & future

All Videos for Graphex Mining - Initiation Report – November 2016

Summary

Initiation Report – November 2016

Graphex Mining is an ASX listed company currently developing the Chilalo expandable graphite in Tanzania.  This analysis includes:

  • Valuation, investment & risk assessment;
  • Virtual site trip - Tanzania project;
  • Offtake negotiations and exploration potential; and
  • Graphite market review.

TSI Analysis

Valuation Analysis

Determining our base case valuation through financial analysis based on the following key assumptions:

  • Ownership & discount rate;
  • Mine life & production schedule;
  • Graphite price; and
  • Sensitivity Analysis

Investment Analysis

Focuses on aspects we believe will support and potentially improve the long-term valuation of the company, including:

  • Expandable graphite, growing market and demand
  • Exploration / production  expansion
  • Limited future funding requirement – Takeover?

Risk Analysis

Highlights potential risks associated with an investment in Graphex and how the company plans to mitigate these risks, including:

  • Offtake;
  • Pricing; and
  • Infrastructure

Operations

Chilalo Project – Site trip

Virtual site trip - Chilalo graphite project, Tanzania.  Features:

  • Existing resource & planned mining operation;
  • Process flowsheet;
  • Community surrounding the project; and
  • Existing infrastructure to be utilised for concentrate export

Offtake

Possibly the most important aspect prior to production commencing, for any commodity that is not traded on a designated metal exchange, is the implementation of an offtake agreement.

Graphex Mining is in advanced negotiations with two potential partners for the graphite production at their Chilalo project in Tanzania; China National Building Materials (CNBM) and China Gold. Both groups are state-owned Chinese Enterprises.

Community relationships

Review of Graphex’s relationship with the local and regional communities surrounding the Chilalo Project.

Exploration and Development

Chilalo Project – Exploration

Review of the exploration potential at Graphex’s Chilalo Project, covering:

  • Exploration potential;
  • Recent exploration program; and
  • Strategic direction

Technology, Product & Market

What is graphite?

Detailed review of the fundamentals for graphite

  • Sources & applications;
  • Unique pricing characteristics
  • Supply & demand – Current & future
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