It’s been an unusually active month in the Real Money Portfolio — a couple big sells, several brand new positions, and quite a bit more churn than I usually have. Those transactions have mostly been fairly small, the largest position that I opened or closed was the sale of my sub-2% Facebook position, but that’s […]
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In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
We were talking about Warren Buffett just yesterday, and I also recently was looking into flights to go to the annual meeting in the Spring, so everyone’s favorite avuncular billionaire was on my mind this week… and it was almost like he was talking in my ear as I was plotting this “Idea of the […]
Whenever you’re feeling blue about the market and don’t have the stomach for some Jim Cramer ranting, a nice substitute can be a trip over to Louis Navellier’s world, where there’s always a promise of extraordinary growth somewhere. Today Navellier, a quantitatively-minded growth stock investor (meaning, his system sifts stocks largely based on trends in […]
I always like to squeeze in the pre-conference workshop at the Value Investing Congress, because in that much smaller group we tend to get more discussion and deeper analysis… and the stories aren’t all blogged by a hundred people and on CNBC, so there’s usually time to consider them. It takes me some time after […]
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If you want to know the latest I suggest you go to the source. I am not saying Ilika is not the best choice, but the fol...
edski I agree, but once there is some news coming out of China/USA /Japan/ Korea (to-day they reported progress still g...
TORVF -- np .... Saint Jean Carbon building Graphene Gel salt water Batteries. http://www.saintjeancarbon.com/file...
$FYI - Dear Ionic Shareholders and Friends, Working with nano-materials means that the magic often happens at the...
We are close to efficiently turning seawater into drinking water. It could help over 800 million people worldwide who ...
Fgr Asx if anyone is keen on graphite/ graphene, spend some time on researching. Just starting to make some inroads. I...
Ionic > More of what Griifin posted above: ------------------------------------------------- COOPERATION IN THE DEVEL...
#Graphene Ford to offer graphene enhanced vehicles this year: https://www.graphene-info.com/ford-release-graphene-enhan...
New MIT battery tech for aviation https://www.technologyreview.com/s/612351/top-battery-scientists-have-a-plan-to-ele...
Thank you williamstown..(heh Billville...) I understand the argument for Graphene and it's challenges. This current...
Thank you renbycage. I was misled, maybe thinking that the GO Membranes were their Graphene production.... Over the pa...
Edski Fgr Asx, many things are happening, just be patient if you can. I know it's easy to say, but I believe the compan...
I don't have a position in graphene too many possibilities. I do have a position in Graphite, mason graphite $LLG. Grap...
$VRS lp $FGR lp #Graphene Shavian and williamstown.... How have you two been viewing your perspective companies?...
HN stay fully in it, as I think the next 14mths should hopefully be defining. You've weathered the ups and downs, stay...
Hey...great news HN! And doing it at a commercial level as well. Didn't see that coming, as I don't recall Ionic worki...
$CLQ...they are now in the manufacturing of graphene membranes besides putting them into their water filtration projec...
My brother the engineer says the future is graphene when it comes to energy storage and rapid charging, in part because ...
I like to join your group my name is graphene z...
$CTEQF - Joint venture to progress graphene oxide technology https://mailchi.mp/cleanteq/joint-venture-to-progre...
I doubt it for the short term, as there needs to be a lot of testing and we are still a while away from establishing a q...
#GRAPHENE $FGR.AU lp http://archive.aweber.com/graphene-info/AY9jx/h/The_Graphene_Info_newsletter_.htm Here ...
#Graphene.... Am I missing a separate link for Graphene discussion? I'll leave it to the experts here to come up with ...
I found this link to a single layer of Graphene, (making it real Graphene as one layer makes ...Graphene) : https://www...
$FGR.ASX lp Battery update and Graphene https://hotcopper.com.au/threads/ann-best-battery-technology-update.4300254/...
$FGR.ASX lp Battery update and Graphene https://hotcopper.com.au/threads/ann-best-battery-technology-update.4300254...
Sarah...my thoughts on RF, Ivanhoe Capital, and spin-offs. Most of RF's enterprises are private. The really high-tech...
Yes, but we keep hearing of creation of the Holy Grail, which must be One layer only and cheap to produce.... to be clas...
Williamstown : thank you for your strong defence of FGR and some great educational points. I had better shut up on the s...
Excuse my possible silly question, but does it have to be only 1 layer of graphene in these applications? And I thought...
Is graphene bio degradable? The world is doing its best to rid itself of materials that harm the environment....
I run out of space, so I'll finish Points 3&4. Reply 3 - continued Re the Henderson facilities, the cost was just unde...
Shavian, thanks for your comments, re the attributes of both VRS and FGR ASX. Let me say from the beginning, that we're...
"Do not write something when you are tired"...edski. I do not mean to ignore future outlooks in any decision regardin...
We know that FGR has lots of excellent graphite, but have yet to see evidence that they know how to make few-layer graph...
Do you see graphene in the fuselage skins and engines, or in parts, interior structure, and special applications ?...
Shavian thanks for that, I can assure you that First Graphene has one of the best quality graphite in the world, source...
Sorry, I meant 10 layers of g raphene, not 100. Lots of so-called ‘graphene’ companies out there (Talga, First Grap...
I am sure that they will each have specific applications in aerostructures so may not be direct competitors. Graphene in...
Shavian, my understanding, and I stand to be corrected, that Boeing already have a few research papers re the use of gra...
Good stuff HN on scan-alu. An almost identical argument can be made for graphene in carbon fibre., which will also be a ...
Many thanks HN and GR8ful! Helpful as ever. I was already in touch with SS trying to link him up with Neill Ricketts, th...
Ionic Industries...thius is really long-term because there is no public market. I just have to wait it out and forget ab...
#Graphene Interesting article about china's patent proliferation in Graphene: http://www.chinadaily.com.cn/cndy/2018-0...
Ionic Industries, June '18 update > Excuse the length, no link. R&D Update and Your Questions Answered We've been mak...
HN graphene will be massive, the biggest restriction at present is creating workable solutions for the various applicati...
edski...obviously there is big difference in graphite and graphene. My opinions: GRAPHENE is a technology inves...
The research connections give a lot of value that is hard to figure out. The realization of that value can take years to...
this is another tid-bit about Graphite and Graphene, from LLG.V: (Mason Graphite) http://www.masongraphite.com/invest...
Graphene...background & overview from Ionic Industries http://www.ionicindustries.com.au/wp-content/uploads/2018/...
Thanks HN and AFM for the info on MGX. I was at first confused by the ticker and couldn’t see why you were excited by...
graphene to b used in new mgx minerals batterries in near future, see website....
Thanks Shavian. Versarien and Largo look like a good pair though pretty different in development, obviously...an odd...
Great stuff on aerospace HM. While agreeing entirely on Scandium alloys for light-weighting, please take note of the o...
SX - blockchain plus mineral reserves in Iceland... GRAT - graphene - specifically tires - they are some very interestin...
$NNOCF, $LSE:NANO > Nanoco Group PLC launches new business, Nanoco 2D Materials Ltd Nanoco 2D Materials Ltd raises se...
Ben there is a very good article on how graphene could change the aerospace industry. Joint paper by ATI ( Aerospace Te...
Ionic listing...Assuming Ionic products are successful and CLQ goes through with a JV, that would be the easiest outcome...
Internet of Industrial Materials Conference 2017 (Past but thought it would be of great value) ;-) http://www.imgne.co...
#Ionic Industries February Update: Research update, commercial products and industry outreach ...an update on all tha...
The graphene is likely to be used in osmotic water purification. Normally the brine from that method is wasted. The ...
I think they also have something new that desalinates ocean water using graphene that could be game changing, but Clean ...
Too bad Clean teQ doesn't have a piece of Ionic's graphene super capacitor technology, blue skies potential there....
I saw that. I knew CLQ and IONIC were in collaboration on the graphene tech, and that they had a commercialization deci...
$CLQ - Graphene filtration is an integral component of the filtration system for Clean Teq's water subsidiary ot thx ...
Future competition for CLQ’s water purification from graphene? https://www.nationalgrapheneassociation.com/news/gra...
thanks, chas2411. I saw that Trump is putting 30% tariffs on solar panel imports. After 50 years of accepting th...
Thanks chas2411. Fascinating.Confirms that graphene is a tech play, not a commodity play. Outside my narrow commodity ru...
$VRS long For those interested in Graphene and its multiple applications which includes almost everything. I found th...
I really am having a hard time investing in Tesla. Trump has put a tariff on solar. I was going to lease a 2018 Honda ...
One thing I noticed worth noting on ViZn. They have support from Lockheed. Lockheed is in the US techno military-industr...
billville...I agree 100% about graphene but I do not see good investment options for people like me that are directly ...
HN IMHO don't forget graphite and graphene, as over the next 24/36 months it's going to be big. It'll cover many appli...
Some research indicates touts are WATT and IDTI for chips. Companies behind the technology are not public? Look to Fiske...
This is why I am nervous in tech https://oilprice.com/Energy/Energy-General/New-Battery-Design-Could-Crush-Tesla.html...
Graphite (or graphene, perhaps) might end up being more "magical," but this "Magic Metal" pitch is absolutely about zinc...
#Graphite I see you're signed in as a guest, so perhaps you aren't able to see the whole article. In reading through...
$SME.V / $LNZCF long mid size position BIG OPPORTUNITY - very undervalued IMO. So, when this stock was mentioned on ...
What you say is all true re the current mediocre battery they are now using. The graphene capacitor/battery may not ever...
HN while you're all excited about graphite, here's something to wet your appetite- Graphene Based Supercapacitors Could ...
Thank you for the info. How do the costs of hi-tech to produce graphene compare to what used from mined graphite?...
deanbob you're correct, there are going to be many purposes for graphite and graphene, plus in many instances the quali...
hn, you say if the Chinese are interested, you are too? Read the last sentence. At the risk of possibly repeating what...
Who could do the ramping up ? What miners of graphite or manufacturers of graphene are there, who could increase produc...
deanbob you may like to read idtechex.com re the list of presenters who are exhibiting at their ID Tech Ex show on 15 - ...
Graphite will be needed but I am unsure of the investment and applicattion landscape. It may be even more unattractive t...
Shavian I think graphite and graphene will have a huge impact in many areas, however, it's probably 2/3yrs away as scien...
$CTEQF AGM presentation...a few notes Syerston DFS for mid 2018, expect construction soon after. They have a gol...
Until graphene can b3e layered to make sheets a little thicker than one atom, there will probably no immediate commercia...
The funny part? Northern has zero exposure to graphene. Zero. I am a shareholder...had to sell some on the spike. Bis...
In the Graphene space, I prefer Mason Graphite (MGPHF). The stock has had steady growth since the start of 2016, up 400%...
Graphene can be synthesized in the lab !! https://today.uconn.edu/2017/08/synthesizing-pure-graphene-miracle-material...
One company I have been invested in since the beginning of the year is Talga Resources in Australia TLG-ASX, and from m...
While researching graphene supercapacitors I came across A spinoff from Monash University, Melbourne called Ionic Indust...
$CLTEQ, has graphene covered with their partner Ionic Industries. Though Ionic is more involved with super capacitors th...
The graphene application may be valid, but it is not here-and-now, or even next week. Long way to go before the winners ...
HN...... Here's a summary of the use of graphite and the potential use of graphene as anode materials in EV batteries. ...
How does graphene figure in EV demand ?...
There may be no need to hunt for Gallium mines if these guys manage to commercialise their technology: http://nanosci...