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Graphex Mining (GPX:ASX)

Improved flake size significantly improves valuation

1 Video - Sep 17

Graphex Mining announced that as part of their Joint Ventures partners due diligence at the Chilalo Graphite Project they completed significant metallurgical test work.  This has resulted in a significant improvement in the overall flake size distribution to make Chilalo one of the coarsest flake graphite projects globally.  This analysis include:

  • Updated valuation; and
  • Sensitivity Analysis – Graphite price & discount rate.

Management Update – JV partner commitment

1 Video - Jul 17

Graphex Mining (ASX:GPX)  has announced the Chinese syndicate of investors have re-committed to the Chilalo Project, via a revision to the terms of the proposed joint venture and equity investment previously agreed.  We interviewed Managing Director, Phil Hoskins, who discusses the Joint Venture and legislative changes in Tanzania in more detail.

Term sheet signed with Chinese syndicate – Valuation Update

1 Video - May 17

Graphex has execution a non-binding term sheet for an equity joint venture, offtake and prospective financing for the Chilalo Graphite Project with a Chinese syndicate.  This video provides:

  •  An updated valuation;
  • Highlights the key terms of the transaction; and
  • Upcoming catalysts.


Management Update – Term sheet

1 Video - May 17

Interview with Managing Director, Phil Hoskins to discuss the Term Sheet in more detail.  Questions include:

  • Can you please discuss the details of the JV and offtake arrangement in more detail?
  • What does this deal mean for Graphex?
  • What is required to make these terms binding?
  • Can you discuss the financial terms in more detail?
  • Please explain why the offtake is for 50% of production.  How confident are you of securing the remaining 50%?
  • Can you discuss who the Joint venture partners are in more detail?

Valuation Update – Resource upgrade

1 Video - Feb 17

Graphex has announced a resource upgrade at their Chilalo Graphite project in Tanzania.  This analysis includes:

  • A review of the upgrade;
  • Update our valuation analysis; and
  • Comment on offtake negotiations.

Initiation Report – November 2016

9 Videos - Nov 16

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.

Chilalo Project – Site trip

1 Video - Nov 16

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

What is graphite?

1 Video - Nov 16

Detailed review of the fundamentals for graphite

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