Just like Talga; all steam ahead to Graphene for MRL Corporation.
When looking at how quickly MRL can get Graphene to market with Drastically low CAPEX and OPEX; I think comparisons to Talga are Fair and MRL comes out on top in Leverage; Structure; SL Vein Graphite; CAPEX; OPEX and working in Sri Lanka instead of Europe.
I am expecting their ability to provide Premium Priced Graphene undercutting the world market just opens up the Production Supply Chains Faster...
In my opinion Graphene is more of a safe haven then GOLD and so does Talga...
Talga explained it had entered into this agreement so it could focus on its graphene and graphite opportunities “without distraction”.
1/ Stages of Technology and Demographics are the Hidden Forces behind many of the things not being understood by the Governments and Markets at the moment in my opinion. As the Demographics collapse around the world in places like Germany we will see even Germany tip over in my opinion. Everyone keeps dancing while the music is playing but when a generation retires the power cuts off and the gates are locked!
2/ Forget Governments and Banks like the FED with 0% Interest Rates (What the?) It is always People and their Tools that allow them to Dominate that matter - My tribe has lots of young men and spears and Shields; your tribe has old men; women and children and spears and spades. My Tribe will take your land; women; children and kill the elderly. And even up until today the same basic people power and tech supremacy shapes the rise and fall of markets; nations; economies and empires...
3/ Disruptive Commodities Feed Directly into Technologies so life changing that they are not a normal class of Materials...
The Gold Report: In a recent Benchmark Mineral Intelligence report, "Mineral Supply Chain Visibility: Impact of Disruptive Technologies on Critical Raw Materials," you make the case that supply chain visibility will become increasingly important in the critical minerals space. Please briefly explain why. Simon Moores: We've noticed that during the rare earth element bubble in 2010–2011, people didn't know what these niche minerals that go into everyday critical technologies were or where they were sourced. We've seen that knowledge grow in the last five years and downstream companies like Apple Inc. (AAPL) and Tesla Motors Inc. (TSLA) are now aware of what the raw materials are and where they come from.
Awareness in these niche minerals of growing importance, such as graphite, lithium and cobalt, is now occurring throughout the supply chain and not just in the upstream portion with the mining or processing companies. The downstream companies are paying attention and they buy the raw materials to manufacture these disruptive technologies. Supply chain visibility is rising. Andrew Miller: Supply chains are going to become increasingly important. As these new technologies rapidly develop, both traditional industrial end users and newer high-tech buyers of these raw materials need to know more about the global supply pattern—factors that can impact their business. It's basic risk management in today's world.
They can't just rely on their traders or distributors for intelligence. End users are now aware of the need for a more global, independent picture on supply, demand and prices. TGR: Is that happening? SM: We haven't seen companies completely change their raw materials buying patterns yet, but some are preparing for it. In the U.S., the Conflict Minerals Act was the first time specific political restrictions have been put in place for these minerals in the West for ethical reasons. Europe will introduce similar legislation early next year.
The industry will have to start thinking about buying from reputable suppliers that meet certain standards. That means that end users may no longer opt for the lowest-cost source of raw materials from places like China and Democratic Republic of the Congo (DRC) if producers in these regions don't fall in line with environmental or ethical rules. And that is key. It's not just about price anymore. It means people will start paying a premium for more ethically sourced raw materials. TGR: In the same Benchmark report you suggest that disruptive technologies are the most important new market for critical minerals. What are disruptive technologies and what are two or three specific ways these technologies are changing the markets for critical minerals? AM: Disruptive technologies are completely new markets that are creating new value chains, products such as smartphones, electric vehicles and different types of energy storage. Growth in these new markets are affecting not only their own supply chains, but also those of existing industrial markets that rely on the same raw materials.
In the longer term there will be a real need for new critical mineral supply to come onto the market. In many cases that's also going to require suppliers to become more flexible. It's not just the production out of the ground that's going to have to increase; the refining and processing capabilities have to improve and expand too. The material required by traditional critical minerals markets is quite different and more tailored from the majority of product that is needed in these new high-tech spaces. TGR: So companies developing these critical minerals projects not only have to get these elements out of the ground, but then they also have to process them in such a way to meet the specific requirements of these new end users, which can vary greatly. SM: That's right. The grades that the critical minerals sector has traditionally served up and that have become industry standards over the past few decades are now changing, and that's why critical minerals like lithium, cobalt and graphite aren't really commodities. They can't be mined out of the ground in large volumes and directly used; they are tailored specifically for the end user. With commodities it is more of a logistics game, with critical minerals is a processing game—this is where they are fundamentally different. TGR: And that is often without any firm commitment from the end users. Is the traditional offtake deal dead in the critical minerals market, at least in specific cases? SM: Offtake deals are familiar financing methods for resource companies, but it's difficult to apply that model to these minerals, which are specialist products. Critical minerals are not usually traded in the volumes that offtake contracts often serve, like, for example, iron ore. If these markets grow to reach huge volumes in the future, perhaps then they will be traded in the same way as large-scale commodities.
4/ People are buying less because they are old! Inventory's appear to be growing ... Actually it is oversupply; people are not buying! China has oversupplied everything!! The Demographics and debt will pop China's largest bubble in history... This crushes the Commodities that are not Critical... Debt and Credit bubbles all over the world follow and there is no slow correction - only crashes. In 1987 stocks corrected 40 percent in 2 weeks - I think we will see the biggest downside bias in the next few years ever in the history of the world...
5/ Disruption creates prosperity. The world is turning down since 2014 to 2020 with big monsoons of collapse. Cash is King in a Down Turn. Suppressed Miners in Critical Disruptive Materials are safe havens that are above GOLD and SILVER in my opinion. The Rubber band stretch between the rich and poor is snapping.
6/ I predict China will suffer but can come through because they lead the world in the new dawning disruptive Tech ... Graphene...
7/ Debt insane economists turn to war and violence once their printing and debt policies fail and Tax insane economists turn to war and violence once their theft from producers destroys the producers...
8/ So by 2019 or so is the beginning of the bottom for demographics in America until 2022-23 or so and turn around... Demographics are the most predictable factor. Toxic Free money printing has created the sickness of greed - a madness of wars; oversupply; overbuying and debt. Just look at student loans in America killing their productive people! That is what happens when government and steps into education and universities can lobby them into insane laws. Even bankruptcy wont save you from Student debt loans in America!!!! Insane !!!
9/ Canada; Switzerland and Australia have the best immigration laws in the world. The top minds in the world will try to move here and even though many nations will suffer; Australia and Canada will attract the best minds and best skills in the world. Many emerging nations with great demographics will unfortunately suffer great trials in my opinion because of the down turn. Emerging nations that are linked to Disruptive Materials of Strategic Importance will of course be selected out as safe havens and many emerging nations will want to move/work there.
Populations around the WEST will drop sharply as the effects of terrible divorce laws; low birth rates and terrible immigration policies of flooding the working class with cheap; low skilled labor depressing wages is going to create hard hard times in my opinion.
Marriage decline has to do with many factors but the STATE acting as the Father (High Taxes + Wealth-fare for Single Moms = Children with Lots of Dysfunction/Risk) while making Marriage a powerless hostile and threatening environment legally for Fathers has caused many men to avoid Marriage. The cost of Children has influenced the decline as well as the standards of living; the higher the standards of living the lower the child births. This has massive impact on economies and how long a society lasts. The WEST is Sick/Old is what I am saying and once reality kicks in and the welfare state collapses/shrinks only then will Divorce Laws become equal; Immigration will be controlled and birth rates recover. The WEST will not be the same 2025 it was 2015.
In a long way round I am saying Australia and their Companies like MRL Corporation will be favored by the world wanting to live; invest and work for them because of attractive Immigration; Family and Labor protections that most nations will take years to get to. These points have massive amounts of corroborating data if you want to research them.
10/ The EU is starting to unravel with their debt based money policy. They don't raise taxes to do their plans and they don't stay within their means .... the EU is run by the incompetent; it is a giant ponzi scheme run by former communists.
1/ End Special Interests Control over Government... They are like plague carriers killing real change and innovation. Financial interests need to
2/ A Balanced Budget; Small Government; Sound Interest Rates so people don't over invest... No mass printing. Low Taxes... When companies buy their own stocks is that growth? Is over printing growth? Is 0 Interest Rates growth?
3/ Saving and Investing in Productive Capacity is Growth.
4/ Attracting good immigrants is growth
5/ Tech Innovation is growth.
6/ Trade is Growth.
7/ Increasing Birth Rates is growth. (Australia is great at this)
Every change in history destroys old jobs and creates new jobs!
Agriculture to Industry
Industry to Production and Manufacturing
Manufacturing to Industrial Service: Healthcare; Financial Services; Aged Care; Medicine; Internet.
In my opinion Australia is heading for its largest Boom in its History. As everything happens Australia will Shine. These first small earthquakes may appear to hurt us but a Macro-Economic Level Australia is a TITAN.
All this will mean for us after the Market gets its sea legs and stop throwing up overboard is Australians can become real entrepreneurs again. Robots are not craftsmen and women. They will replace Accountants but not Advisers. Every home will 3-d print new designs; ideas and have a global flea market at their finger tips.
One of the key Bombshells I want to post about is Australia is heading for a Renaissance in my opinion but not without a great deal of pain as all change is harsh.
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