MRF - My thoughts, page-17

Hi @tickle ;

SL Vein is superior of course. There are reasons they are Peers...

For example the ability to turn ORE into GRAPHENE....




The special properties of SL Vein and the fact that it is one of the top Strategic Materials in the world are why it is heading northwards. Even a most basic Peer Comparison has it at levels comparable with significant Flakers.

I think MRF should get and independent Peer Group Study/Report like this....


http://boraboraresources.com/home/images/BBR_April_14.pdf


Now BBR hit halfway towards its target; in fact I predicted last year its attempt to crack half way towards the long-term horizon in this report months in advance before it tried to crack it.

I think MRF needs to release a comprehensive Report similar to this that honestly looks at its Peers...

In my opinion it comes down to Numbers of Long-Termers. I am even more Certain of my Flaker Flight Prediction and am waiting for more data about it...

At the end of the day; MRL Corporation has allot of Value and its Price is completely uncoupled.

I also predict more historical news like last time and more old fashioned Fundamentals shining through.


I would be really interested in everyone's Peer Comparison for MRF ?


What would be your Report ? For example MRF Investment Drivers...


It is natural for people to wait for MRF to reach production before commitment as Long-termers. The earlier in the LOM one invests the greater the risk obviously. Once it achieves Production the Risk drops drastically.

Now everyone looks at the structure; dirt; management; peer comparison and fundamentals and can see  MRF's potential energy.

The Assets and Value is for all to see and deduce from for MRF but often the Hidden Value is missed...


Peer Comparison...

Tax Advantages...

Macro Drivers...

Strategic Material Drivers...

Production Supply Chain Drivers...

Commodity Disruption Drivers...


What are your Deductions from these Key Investment Drivers for MRL Corporation?

Source: http://www.mrltd.com.au/attachments/article/136/20150513-GrapheneResults-FINAL.pdf


1/ High Quality / Low Defect Graphene

2/ Independently Confirmed

3/ Run Of Mine ORE

4/ Spherical Graphite for Lithium Ion Batteries (Graphene Batteries as well obviously as well as all the other Tech Areas like Graphene Chips)

5/ Graphene Production: 1 Step Process

6/ Sold into Traditional and High Value Markets

7/ Unequaled by Graphite Projects in any other Country


What does everyone think about these Key Investment Drivers?

What is the Long term Horizon by your calculations for MRF?

Why is MRF a very strong candidate for Dormant Mines ?

What is Sovereign Capital Overlapping/Demand in Sri Lanka?

How can MRF's Graphene Facility come together?

What is Sri Lanka's position on Graphene?


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What do you think?

@Meteor
@alpaka
@Buzzcut
@aaremms
@ozpolarbear
@duke
@Bigglesworth
@showstring
@Assumpta
@king louie
@Pauldola
@earlyrise
@McDuff

And all the other excellent posters....



Kind Regards

To err is human! Mistakes are Easy! Could Be 100% Wrong! DYOR !