re: Graphite and Graphene Discussion

NVX is up 175% since 9/12. (The day I borrowed Meka's DD on page 1 and bought).

I did. Which is consistent with me. I have a habit of holding stocks long term. Is it about to take off like NVX--which I added because of this thread?
What are the odds it and FGPHF go pop?

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Is it about to take off like NVX

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I left NOVONIX in early 2024 (my NDA expired in February 2025), below were the buildout plans at that time. I am not sure if these are still the current plans due to the canceling of DoE grants and loans, however in light of the tariffs and other export restrictions we have seen lately it may be relevant.


Riverside Facility:
1) Current Buildout
a. Two Furnaces (30 kg)
b. One Mill
c. Agglomerator - adds pitch to the green pet coke
d. Calciners
i. One installed 2024
ii. Three more on order
iii. RTO will control (look into the potential to control sulfur compounds)
e. Production by end of
i. 2024 - 3,000 metric tons
ii. 2025 - 5,000 metric tons
iii. 2026 20,000 metric tons
2) Future Buildout
a. Two additional Furnaces permitted (40 kg) for 2025
b. By 2026 34 additional (80 kg) furnaces (total 42 furnaces)
i. Emission Control
1) Scrubber 99.99% control efficiency for Sulfur
2) Hydrogen Cyanide 99.98% efficiency




New Facility (Enterprise South):
1) Former Army Munition Facility in North Chattanooga next to VW
2) Phase I will be +60 Furnaces, covered rail loading and 4-6 calciners, generators (?) (potentially three times bigger than Riverside) Phase II will be additional +70
3) Will purchase by end of 2024 and break ground 2025
4) Major source for CO at a minimum, potential for HCN

Both are monsters today. Along with novonix

Wwr up 351% on the year.

Black Swan has a new production method.

BSWGF

Black Swan Graphene announced that they have ordered a next-generation production unit, specifically the GEA Ariete 3160 high-pressure homogeniser, developed in collaboration with GEA Group.
Black Swan Graphene
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Graphene Info
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It will be installed at their existing facility located at Thomas Swan & Co. Ltd. in Consett, United Kingdom.
Graphene Info
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Their current annual production capacity is about 40 tonnes of graphene (nanoplatelets) and with this new system they aim to raise capacity to about 140 tonnes per annum—more than triple the current capacity.
Black Swan Graphene
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Proactiveinvestors NA
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The site/installation uses existing infrastructure at Thomas Swan’s facility, which reduces the lead-time and capital expenditure for the expansion.
Graphene Info
The production system is part of their industrial scale-up strategy, positioning them among larger graphene producers globally.
Proactiveinvestors NA
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?? Why this matters
Scale of production is a major bottleneck in graphene and advanced materials industries. By increasing capacity from ~40 t to ~140 t per year, Black Swan may be able to (in principle) serve larger industrial customers rather than only niche/early-stage uses.
The fact that they are installing the system in an existing facility with infrastructure is positive from a risk perspective (less new build, lower infrastructure risk) versus building a brand-new plant from scratch.
It signals that Black Swan is moving beyond “lab/pilot” scale toward “commercial/industrial” scale—a key milestone in these types of materials companies.
The system itself (GEA Ariete 3160) is described as a “modular, scalable high-pressure homogeniser … tailored to Black Swan’s proprietary specifications” for producing graphene nanoplatelets.
Graphene Info
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It underpins their strategy around their product line called GEM™ (“Graphene Enhanced Masterbatch”) for polymers, coatings, composites etc. Quantities matter for those markets.

Novonix takes an absolute dump after immediate cancelation from Stellantis.


NOVONIX Announces Stellantis' Terminates Offtake Agreement, Effective Immediately….takeing thr prospecting selling 86,000 tons.

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NOVONIX Announces Stellantis' Terminates Offtake Agreement, Effective Immediately

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CLEARLY because Stellantis sees that HGRAF pure graphene will be worth waiting for...

I threw a few hundred at them just because I like owning thousands of shares of something.

Now waiting for them to go global.