It says some earth shaking news for Commodities and the Bigs and shows that they need to understand that Graphene is not 5 years away. The Time table just moved up.
For a while I have wanted MRF to... Along with everything ELSE.... Be aggressive this year as an explorer. Now I think the Vertical Integration MR Grigor spoke of has to be the priority.
The Long Term Horizon has shifted closer if the Management can pull in the partners to make this happen. Also China is willing to pay top dollar right now. These Premium Prices will be very helpful as long as MRF keeps looking to become a Mid-Cap Miner and Graphene Producer.
MRF has yet to go deep yet and wide with an aerial survey. Their smart land surveying was clever thriftiness and there best practices and slow, high standards served them well with even the Sri Lankan Government holding them up as the example. Last year they got new assets. This year they need new workers! Some of the miners on SL are not that good looking after their workers. Australian Managers like MRF has can really set themselves apart on this and lift up their workers lives in the process.
Who knows - Maybe I am wrong but now I am really, really interested in who gets hired next. It will tell us allot.
What do you think?
Kind Regards
MRF Price at posting:
9.6¢ Sentiment: Buy Disclosure: Held