The Market is irrational which is why Value Investing is more profitable then Growth Investing.
The Market does not know what is Value in general. The Market oversells irrationally creating beautiful inefficiencies!
Excess ignorance about Value and Structure and Balance Sheets and LOM leads many down the Rabbit Hole in my opinion.
Risk is high and once Production gets going Risk drops drastically.
I would say read the Far East Capital Research Report and answer the question why is there going to be drastically low capex and opex?
The overbuying of many Flakers will end and the overselling of Veiners will end. This Deduction is based on some basic facts....
Looking at when the Re-rate will begin is not easy to call; the smart investors tend to move quietly before the Production hits the shore if it look likely that the Mine has a 75% chance or more of Producing...
SL Vein Graphite is not a Commodity in the pure sense; it is disruptive and incredible and once again SL Will be the World leader of Graphite I predict because of Graphene and Batteries and Wearables and so many more important Tech Drivers like Graphene Chips.
Boutiques do best in Depressions for a very good reason....
