Sector: Mining, Technology, Power, Transportation, Environment :
News Release - March 23, 2017 11:03 AM ET
Saint Jean Carbon Inc. presents opportunity as offtake forerunner, fact is Panasonic’s interested
NEW YORK, NY, March 23, 2017 /Sector Newswire/ - Saint Jean Carbon Inc. (TSX VENTURE: SJL) (OTCQB: TORVF) (Frankfurt: WNFN) is the subject of a Market Equities Research Group Market Bulletin.
Saint Jean Carbon Inc. appears a screaming buy here and astute investors should see the recent pullback as an opportunity. Background; this February 28, 2017 SJL.V announced that it has received its first order from Panasonic Corporation to supply graphite anode material to their manufacturing facility, this release has since been updated (March 20, 2017 release) to clarify that essentially Panasonic is very interested and there is an agreement for material but a finalized long-term off-take is not (yet) in place. There is no doubt that Saint Jean Carbon Inc. has an evidence chain of correspondence to support what Panasonic has in principle, what reasonable minded people would constitute intent to follow through on a larger/long-term arrangement. Something most reasonable minded people would refer to as an offtake agreement. The old saying comes to mind “if it walks like a duck and quacks like a duck”; In the February 28 release entitled ‘Saint Jean Carbon Receives Order from Panasonic’ the Company took the leap to referring to the apparent situation of the order as being part of an offtake agreement to supply multiple tonnes of anode material monthly for a number of years. When it subsequently clarified that a formal offtake agreement was not (yet) signed the stock price got hammered. However the fact remains these announcements confirm SJL.V is a forerunner for Panasonic choosing to coat its anodes with specialized graphite for future production of green energy storage devices, and should follow through to be a major catalyst for upside share price revaluation of SJL.V. This order has very real potential to translate into an offtake agreement to supply multiple tonnes of anode material monthly for a number of years. Nothing has changed.
Saint Jean Carbon Inc. has a distinct advantage
Saint Jean Carbon Inc. is more of a technology company than a miner, considered to be among one of the most advanced technology companies, if not the most advanced, in North America when it comes to graphene innovation. Currently the Company is building the first graphene based lithium-ion battery and a recycled high performance Lithium-ion battery, among a host of other advanced technological business activities. Importantly for shareholders is the near-term catalyst potential for share price appreciation, as the Company are also forerunners to obtaining the largest offtake agreement for mass-produced spherical carbon coated graphite (SCCG) for the largest lithium-ion battery manufacturers (electric car/green energy storage). Saint Jean Carbon has developed an exclusive patented manufacturing system that creates the material; jet-mill/grinding it, then shaping it, and coating it, all in one go, and then applying it directly to the anode that goes into a lithium-ion battery. SJL.V's strategy is to use others graphite first, if possible, as graphite is basically a commodity and the real value in graphite for the Li-ion anode is in its technological process -- something which SJL.V has a distinct advantage over anyone; SJL.V has created a piece of equipment that will do a process at extremely high speed that no one else does and do so more efficiently from an energy standpoint, and a handling standpoint (no human touch).
The selling in SJL.V is now presenting an opportunity
Edward Vranic, CFA noted in his NL notes of March 22, 2017 headlined ‘Saint Jean Carbon: The Aftermath and the Opportunity’ as follows; “However, with this debacle comes opportunity. I believe that the risk to reward trade-off makes a lot of sense at 9 cents and I took this opportunity to triple down on my SJL long position on Tuesday. I believe that once some of the smoke blows over from this screw up and as April 17th nears - the date SJL expects to ship the sample to Panasonic - people will start to buy up the stock in anticipation. I think the stock price can rise back up to the 15 to 25 cent range in the next few weeks, which will then be the time to reassess whether it's worth holding through the binary outcome of the Panasonic deal.” - FAIR USE NOTICE*
The CFA also noted that the graphite industry is “hate-filled and cut-throat”, “filled with drama”, and noted the CEO “is a lightning rod for hate”. People should take negativity directed towards SJL.V with a grain of salt, bearing in mind that all Saint Jean Carbon Inc. CEO is being penalized for is originally telling the opportunity as he saw it. We agree with Edward Vranic “people will start to buy up the stock in anticipation” and “the stock price can rise back up to the 15 to 25 cent range in the next few weeks”.
The following additional research links have been identified for further DD on Saint Jean Carbon Inc.
Source: Fredrick William, BA Ec.
Market Equities Research Group
This release may contain forward-looking statements regarding future events that involve risk and uncertainties. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual events or results. Articles, excerpts, commentary and reviews herein are for information purposes and are not solicitations to buy or sell any of the securities mentioned.
*Fair use notice as provided for in section 107 of the US Copyright Law. In accordance with Title 17 U.S.C. Section 107.
SOURCE: Sector Newswire editorial, content courtesy Market Equities Research Group