@MrMustard - :) Good choice of vehicle! Thursday, 28 May 2015...

@MrMustard -

Good choice of vehicle!

Thursday, 28 May 2015
The UK's Convervative party has pledged to support fracking in a bid to boost domestic energy production. Emma Hughes explores what this means for industrial minerals.

Friday, 20 March 2015
Manchester is looking to lead the UK in its efforts to keep up in the global graphene race.

Friday, 20 March 2015
The commercialisation of graphene is complicated by the many forms in which it can be obtained as well as its multifarious potential applications. Marko Spasenovic takes a look at the present state of the industry and assesses how the material is progressing from the research market to industrial products.

Friday, 20 March 2015
Graphene has continued to generate a buzz in both research and mining communities over the past year as companies search for that killer application that will bring the nano-material out of laboratories and into the commercial mainstream. Emma Hughes, Special Projects Editor, looks at how Manchester is leading the charge in the UK.

Friday, 27 February 2015
As the growth in next generation technologies – most notably green energy – continues to gain momentum, scrutiny is intensifying on the supply and sustainability of the raw materials that are facilitating these developments. IM Research analyses the market sensitivity of eight of these critical minerals.

Friday, 27 February 2015
Tesla’s Gigafactory will create extra demand for lithium and graphite when it comes on line in 2017, but there is question over where it will source its raw materials from. Junior producers will need to look to new and innovative ways of financing their projects to be ready for Tesla, possibly even tapping the electric vehicle maker and other end users, Josie Shillito, reports.

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I think you will find these articles very interesting

MRF has a number of risks that it must mitigate with competent Management.

Risks that must be developed/managed....


PERMITTING

MRF's policy of full compliance and commitment to Sri Lanka requirements combined with Sri Lanka's low Sovereign Risk and Clear Legal Framework I think MRF can stay on top of this important Risk. Permits/Licenses can take longer then anyone likes. This is why a little Micromanagement and oversight is called for in my opinion.


METALLURGY

After such important; historic results for SL Vein. MRF needs to continue to test and reveal variability/depth. Multiple Locations/Mines + Purity = Sustained Production.... In my opinion MRF needs to hire boots on the ground with some experience and motivation. MRF has momentum; the risk is to let that snowball slow....


FUNDING

Many things are going MRF's way but Capital Management/Funding/Structure is a serious danger in my opinion. The Off-take agreement loosens up the pockets; reduce risk and increase value.

Positive Attributes = Attracting Debt = Exploration/Mining


DEVELOPMENT

Successfully developing from Feasibility to Development/Compliance to Production and Profitability comes with it many risks mostly tied up with funding and poor planning/infrastructure. The good news for MRF is that it is able to get to production so early on in its life cycle. MRF is also in alignment with many Fundamental Forces/Drivers outside of its influence for its own good like Graphene. Sri Lankan Graphite's general uses for off-the-shelf Products/Technology is very stabilizing and well understood. The development of the ORE into GRAPHENE 1 Step Process is very important in reducing risks/costs.


PRICE and MARKET Sensitivity/Risk

Graphene in my opinion has mitigated this significantly...

1/ Purity and Qualities of SL Vein Graphite reduces the Risk to Price Sensitivity.

2/ Demand Reduces the Risk to Price Sensitivity.

3/ Premium Prices Reduces the Risk to Price Sensitivity.

4/ Undercutting Synthetic Market reduces Risk to Price Sensitivity.

5/ Increase in Premium Prices reduces Risk to Price Sensitivity.


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So Far MRF is Managing all the Risks and making the smart moves in my opinion. In a way I think MRF needs to avoid blunders and let their plan keep achieving the Targets one by one.

What do you think?



Kind Regards

DYOR !!!