Can the buyers please stand up please stand up, page-3

Hi Peppa;

Right now in the LOM it is high risk like investing in a tech start up!

In the LOM what happens once they reach Production the Risk statistically drops dramatically. Also SL Vein needed the last few years to get going and find its feet and attract Investment and Companies.

It takes time to gather the numbers; it is just a matter of time and capital and assets and Structure and Management.

The Currency world war is heating up; Bonds are destabilizing; china is struggling the markets are full of toxic debt falsely acquired in my opinion. This is going to drive even more capital to counter-cyclical nations like Sri Lanka in my opinion. Not all miners and Commodities are going to go up. Graphite is running Counter to many many commodities. (For Example: Mr Grigor's last few announcements)

The Last 200 Days is just as good a measure as randomly throwing darts to paraphrase Buffet. If you look at all the factors objectively on a whiteboard or in a mind-map the events are relatively predictable just like food prices can be used to predict riots. Looking at nations falling off the Demographic Cliff right now is something I was talking about last year. What does that mean for Investment into Sri Lanka? I predict massive jumps in Sri Lankan Growth and Capital.

The Growth of Investment in a nation is highly predictive when it comes to small caps. There is some good studies on this available online.

Logic/Method; Facts and Predictions are at the Heart of Good Science. The Markets and Speculation are not a Science but there are Fundamental breadcrumbs that matter. For instance at this high risk stage for MRF the Structure and Management is far more important then using the Cap to make judgements.

The hero of this Story is really the Dirt in my opinion. SL Vein is just that special.

Even though best practice is no guarantee of success; it does put the odds in favor of success long term. Low Debt; Production; Drastically Low Capex and Opex; Capital; Kingmakers (Mr Grigor); Structure and Management are all no Guarantee but they are indicators.

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Lets look at the Investment Drivers:

Source: http://www.mrltd.com.au/attachments/article/136/20150513-GrapheneResults-FINAL.pdf

1/ High Quality / Low Defect Graphene

2/ Independently Confirmed

3/ Run Of Mine ORE

4/ Spherical Graphite for Lithium Ion Batteries (Graphene Batteries as well obviously as well as all the other Tech Areas like Graphene Chips)

5/ Graphene Production: 1 Step Process

6/ Sold into Traditional and High Value Markets

7/ Unequaled by Graphite Projects in any other Country

These Investment Drivers are very predictive as well in my opinion...

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Assuming the Anticipated Positive Outcomes:

- On Going Drilling, Q4, High grade, deeper , wider the better;

- Test work results, Dec 14, Beneficiated to > 99.95% TGC. Spheriodisation results;

- Off Take, MOU agreements, Q4 14, Q1 15, Battery Manufacturers;

- Permitting at Bopitiya/Pandeniya. Production development Aluketi-ya, Q1 15, Commercial production within 3 months of ramp-up;

- Production at Aluketiya, Q2 15, Cashflow; and

- Further Acquisition, Ground based exploration, Ongoing, MRF’s thirteen other exploration projects.

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Based on this...

I predict Sri Lanka is going to practically give away Dormant Mines to MRF.
I Predict more Investors like Mr Grigor from around the world want to come on board.
I predict Flaker Flight to continue to accelerate as they look for Leverage and Risk Reduction as they do their own Peer Comparison.
I predict more Positive Outcomes; Partnerships and Assets
I predict an Off-take Agreement 2015


What do you deduce and predict from the Data Points Available right now?


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 @peppa ?




Kind Regards

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