Here is a link for you @alpaka ;)...

Here is a link for you @alpaka

http://hotcopper.com.au/threads/the-rise-of-sri-lankan-vein-graphite.2559795/#post-15699537


The news is so good that even the "sell the news" crowd are scratching their heads! LOL !!!


After such a ground breaking year really starting with the Historic Announcement about ORE into Graphene and Mr Grigor making his startling announcement. MRF is looking to Produce this year and lay the ground work for the years to come.


Veiners are way over-sold in my opinion and once Production produces cash can that ridiculous Imbalance last?


I'm Happy With The... Production Supply Chain

I'm Happy With The... Drastically Low Capex

I'm Happy With The... Drastically Low Opex

I'm Happy With The... ORE into GRAPHENE in 1 STEP PROCESS

I'm Happy With The... Consultation of Mr Grigor

I'm Happy With The... Diamond Drill

I'm Happy With The... Tax Advantages

I'm Happy With The... Debt

I'm Happy With The... Strategic Status of SL Vein Graphite

I'm Happy With The... Global Customer Base

I'm Happy With The... Premium Price for ORE

I'm Happy With The... Dormant Mine Assets

I'm Happy With The... Local Relationships

I'm Happy With The... Sovereign Leverage

I'm Happy With The... Purity of SL Vein

I'm Happy With The... Disruptive and Undercutting of Global Markets/Commodities

I'm Happy With The... RUN of MINE

I'm Happy With The... Fundamentals

I'm Happy With The... Capital Structure

I'm Happy With The... Management

I'm Happy With The... MD

I'm Happy With The... Assets

I'm Happy With The... Balance Sheet

I'm Happy With The... Numbers

I'm Happy With The... Peer Comparison

I'm Happy With The... Investment Drivers

I'm Happy With The... Tech Drivers (Automotive)

I'm Happy With The... Sovereign Risk

I'm Happy With The... Management Range

I'm Happy With The... Partners to Come...

I'm Happy With The... Infrastructure

I'm Happy With The... Uncoupled Price From Value




What are you happy with?


When you do an honest Peer Comparison some startling facts emerge. If you are a Short-termer then the idea that SL returns to being the Graphite World Leader is not really important. But when you are a multi-year investor the Emergence of the Vein and its very unique qualities and Purity matters immensely.

@peppa insightfully pointed towards the Patents. They are the true signs of future capital investment.

Nations and Major Banks are all focusing on Graphite and Graphene for very important reasons:

What does this tell us?

https://www.gov.uk/government/uploa...ide_patent_landscape_in_2015_-_accessible.pdf


Long-termers need to make logical deductions and look at the Peers very closely in my opinion:

As it has been correctly mentioned by some excellent posters, Talga is a Peer that MRF can look towards closely to help Leapfrog. In fact there is a Reason Australia's foremost leader in Commodities Mr Grigor spoke about Talga and MRL Corporation in the same dramatic announcement about the Disruptive power of Graphene.

Speaking to a friend in Germany about this here is what he pointed me towards....


http://www.talgaresources.com/IRM/C.../Grapheneand2DMaterialsConferenceBerlinPresen


http://www.talgaresources.com/IRM/C...86/AnInvestorsGuidetoGraphenebyFarEastCapital


After spending hours with these Reports I deduce that these Reports are the Shadows of Future MRL Corporation announcements.

What will it mean when MRL Corporation is Presenting these facts to the Market.


What do you think?


I think we have seen natural movements of Price; I also think that the Value cannot be ignored forever in my opinion.



http://www.mrltd.com.au/attachments/article/136/20150701-DG-3Y.pdf


Even the Hidden Value is rising to the surface in my opinion.....





Kind Regards

To Make Mistakes is Easy !!!
Could be 100% Wrong !!!
To Err is Human !!!
DYOR !!!