Yesterday I posted something I think is right over the target:
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 Talga and BBR I think MRF can make a very strong case.
What does everyone think?
Anyone willing to look closer at the Peer Comparison?
Flaker Flight I think is inevitable; what do you think?
MRF's Key Investment Drivers continue to reach the market in my opinion.
What targets are you most looking forwards to ?
I think that one of the strengths of MRF is the answers to these questions. Right now we can expect more news flow in my opinion that all lead towards Production and Graphene Integration.
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
Have I left off any Key Investment Drivers in your opinion?
These Key Investment Drivers; the obvious Peer Comparison; Macro Drivers; Tech Drivers and excellent Capital Structure/Management all point to the re-rate in my opinion.
What does everyone think about these Key Investment Drivers?
What is the Long term Horizon by your calculations for MRF?
Why is MRF a very strong candidate for Dormant Mines ?
Why is the Sovereign Capital Overlapping/Demand in Sri Lanka very important?
How can MRF's Graphene Facility come together 2016?
Does MRF need to build a demonstration Facility like Talga?
What is Sri Lanka's position on Graphene?
I am not sure about the Timing but I am looking at before September because the Prior news will tell us in my opinion whether it is on track or not. Licenses; results; and conferences to come....
Could be 100% wrong! These questions I think are going to shape what is going to happen. I don't think MRF needs to build a Demonstration Facility like Talga... End-users will already come bringing their own Due Diligence.
The Impact of ORE into Graphene and its ability to undercut and expand a world market must be driving the Management to look at new hires. There is some very experienced people looking for work right now that they can snag cheaply for the security of long-term contracts. Mines at this stage need to make smart hires to accelerate their approach to production. They should in my opinion document and film this progress to production to show us and the Sri Lankan Government. Dormant Mines are faster for Sri Lanka and MRF.
Kind Regards
DYOR !!!
