What does everyone think about this very interesting report and...

What does everyone think about this very interesting report and its implications for MRF?

http://www.talgaresources.com/IRM/C...anyPresentationforKangarooMiningClubinChengdu

I think the reasons are obvious why MR Grigor linked these two together.

Graphene to disrupt commodity demand

http://www.ferret.com.au/articles/news/graphene-to-disrupt-commodity-demand-n2522584

(Partial Quote Follows)

With a barrage of examples of the uses and patented inventions made possible by graphene, Grigor explained that the supermaterial had the distruptive potential to affect demand for other mined commodities.

Graphene can be added to exisiting materials and products to enhance their function and performance, and reduce the quantites required in production; such as when graphene is added to copper it can increase conductivity and reduce the material need for the tradtional commodity by up to 80 per cent.

It can also be used in the manufacture of concrete, increasing it's strength and precluding the need for steel reinforcing altogether.

Grigor also explained that the material strength of graphene, 200 times that of steel by weight, meant it could be used to create vastly stronger steel which would reduce the amount of iron ore required, and also reduce transport costs on the final product.

"There has been an explosion in the number of patents being taken out, as industry has been preparing to take advantage of a new and deeply disruptive graphene age."

The ability for miners to take advantage of this new market was limited to contributing graphite to the front end of the supply chain, sending it to specialist producers for manufacturing into usable graphene, Grigor said.

However, he noted two exceptions to this problem, flagging Talga Resources as a potential leader in global graphene supply thanks to an "unusually high grade deposit of graphite in Sweden" and plans for a graphene production plant in Germany, as well as MRL Corporation in light of recent test work on their ultra-high grade deposit in Sri Lanka, and their potential for low-cost production of graphene.

"Both of these companies could bring product to the market and massively undercut the price of graphene; in doing so they will be important facilitators to the large-scale commercialization of graphene," he said.

"Whether these companies become vertically integrated to benefit from multiple points in the value chain will depend on management and corporate objectives."

..........................................................................................................................

I think MRF should be putting something out very similar to:

http://www.talgaresources.com/IRM/C...anyPresentationforKangarooMiningClubinChengdu

Pointing out how SL Vein is far superior.

It would be good to see them include Peer Comparison and Key Investment Driver Details like the BBR report.

Back last year points the way for MRF in my opinion.

The questions I have for everyone particularly is:

What do you think of this reports Peer Comparison?

http://boraboraresources.com/home/images/BBR_April_14.pdf

What does this say about MRF?


By learning from both I think MRF can make a very strong case.

What does everyone think?



Kind Regards

DYOR !!!