Breaking News: Escaping the Malaise of the Bulks, page-49

Hi Mcduff;

Even the Kingmakers last year were talking about 50c or so for this one down the track. The Long Term Horizon is part of the picture just like the TA right now is important.

For a long while all I posted was the Macro Drivers and the Tech Drivers for the most part. Based off my conversations with my Chinese friends who attended the Graphene China Conference I became even more confident about China wanting to take Sri Lanka out to the Ball.

Macro Drivers are playing a larger and larger role in assessing these opportunities. Just look at China now in Sri Lanka!

Also MR Grigor has outlined why MRF is special and singled it out with one other. That cannot be downplayed in its significance in my opinion.

Of course this is investing and has risk. My positivity does not mean I am unaware of the risks.

All speculation is risky. With these small caps I think the Structure and Management right now carry far more weight with me then anything else but still there is allot going on.



Kind Regards