Mason Graphite Inc.

Mason Graphite Inc. is a Canadian mining company focused on the exploration and development of its 100%-owned Lac Guéret graphite project, located in northeastern Québec. The graphite grade on this property is among the highest in the world and the company intends to transition the project to production by the end of 2015. The Lac Guéret property currently hosts an NI-43-101-compliant mineral resource based only on 17% of the known mineralized zone. Excellent potential exists for mineral growth. A preliminary economic assessment study features 22 years of production at 27.4% Cg and a pre-tax internal rate of return of 33.7% (see June 6, 2013, news release). The Mason Graphite management team possesses over five decades of experience in graphite production, sales and R&D and is well suited to deliver value to all its stakeholders.

Expert Comments:

Daniel Greenspan, Macquarie Capital Markets (11/4/15)
"Mason Graphite Inc. announced that it has filed its Environmental Impact Study (EIS) with the regulatory authorities in Quebec for its 100%-owned Lac Guéret graphite project. . .the environmental permitting is likely a 12-month process from here and we expect financing to follow, with construction potentially starting in late 2016. . .the submission of the EIS is another important milestone reached in the Lac Guéret development timeline. We continue to believe the location of the project in Quebec, combined with the strong management team and positive economics make Mason and its Lac Guéret project a compelling, high-quality graphite development story."

David Talbot, Dundee Capital Markets (9/28/15)
"We recommend Mason Graphite Inc. as a Buy and reiterate our CA$0.90/share target. A highly detailed Lac Gueret feasibility study is a very positive step, providing improved economics over its PEA despite a slightly expanded footprint; it secures the company's low-cost production potential and should pass financial due diligence."

Daniel Greenspan, Macquarie Capital Markets (9/28/15)
"The completion of the feasibility study marks a major milestone in the development timeline at Mason Graphite Inc.'s Lac Guéret. The results from the study highlight the high quality of the asset and represent an important derisking event for the project. . .we reiterate our Outperform rating."

"Mason Graphite Inc.'s deal with NanoXplore to help Mason with graphite purification is similar to what a lot of other companies are trying to do, and that is show that their material can be used in specialist markets. Most graphite juniors must now prove they have a viable blue print for their material in the value-added markets, where there are much higher margins. Those are the growth areas. . .Mason Graphite CEO Benoît Gascon used to work for Imerys, a global producer of industrial minerals, so he knows what it takes to develop specialist products." read more >

David Talbot, Dundee Capital Markets (5/21/15)
"Two agreements were signed with 31%-owned NanoXplore Inc., a private firm focused on graphene and derivative product production, to enhance Mason Graphite Inc.'s purification process and ultimately help improve its product offering from its Lac Gueret graphite project in northeastern Quebec. . .we definitely see this agreement as important—it opens up the potential to create a wide variety of value-added products, goods that we'd expect could net much wider margins than simple mid-90%–purity graphite would garnet on its own."

Ben Kramer-Miller, Seeking Alpha (5/21/15)
"Mason Graphite Inc.'s Lac Gueret is the largest project in northeastern Quebec by resources, and it has an incredibly high grade. This means opex will be extremely low. . .the strategy that the company will be carrying out is that CEO Benoit Gascon and his sales team will negotiate short-term sales contracts with several end users, and by doing so Mason hopes to be able to sell 50 Ktpa and realize prices above 'market' prices."

More Expert Comments

Experts Following This Company

Daniel Greenspan – Macquarie Capital Markets
Gareth Hatch, Founding Principal – Technology Metals Research
Rupert Merer – National Bank Financial
Andrew Miller – Benchmark Mineral Intelligence
Simon Moores, Manager – Benchmark Mineral Intelligence
David Talbot, Vice President, Senior Analyst – Dundee Capital Markets

The information provided above is from analysts, newsletters and other contributors. Please contact the company and visit its website before making an investment decision.