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Graphex Mining (GPX:ASX)

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