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Message: Ahead Of the Herd With Strike Graphite

Great interview. I've learn a lot about the graphite the ore and how to read decode the informations.

"...I’ve had a lot of people asking me about what the industry means by ‘large-flake’ and why one flake is more valuable than the other. Could you explain to our readers exactly what is meant by flake size?

Jody: Well, large-flake graphite is generally referred to as 80 mesh. Mesh size is a technique of measuring openings in a screen. Different mesh sizes correspond to measurement sizes of the screen openings. Millimeters, or microns would the best way to characterize a mesh size.

80 mesh corresponds to greater than 177 microns in size, 0.177 mm. So, that is what the large-flake graphite is classified as, greater than 177 microns, and it demands the highest price. You can always crush something that is coarse grained and make it smaller, but it is far more expensive to upgrade something that is fine grained into something coarse grained..."

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"...The demand just from that one use could potentially double the market over the next ten years to over two million tonnes annually. That type of demand growth would require 25 new mines at 40,000 tonnes per year."

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Rick: Most people think this is a race to get to be first to production, but that’s not the reality is it?

Jody: The first one to production might garner the most attention, but go back to our comments earlier on regarding the explosive growth of the sector, there’s going to be many mines required to fill the void, not just one or two."


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