I like to own; I like to use Value to get in at the beginning of the mines life cycle and I like to see it right towards the end.
Options are not my thing. I like to own a piece of the company....
When I started my Cracking .70 thread over on BBR months in advance I was confident it would hit that target and yet did not sell my position....
I am think of creating a Cracking .60 thread for MRF so I can get it on the record.
The Management range is forming nicely looking closely at the different Drivers in my opinion.
I believe in the
Subjective View/Theory of Value.
The idea that markets happen because people with different subjective needs trade together for the common good.
People with different Drivers Motivating them are all to converge their interests (CAPITAL) on Sri Lanka; Vein Graphite; Graphene and MRF.
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To answer your interesting questions Herc I would propose my own to you and the wider market based on these Drivers...
Even more importantly I wonder what the Flakers are all wondering about when it comes to SL Vein Graphite????
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1/ The intersection of Macro; Sovereign Leverage/Risk; Tech; ORE into GRAPHENE; China and Premium Prices.
2/ Aligned with basic Supply and Demand. High Demand/Low Supply.
3/ Strategic Importance for AI; Energy; Medicine; Space; Military; Graphene Chips.
4/ Capital Structure and Management.
5/ Finds of the Century to come...
6/ Overselling of Niche.
7/ Flaker Flight: Flakers around the world are going through big changes. As they realize the difference and the sound 101 theory to own both kicks in they will set up shop in my opinion. My exodus Prediction has never looked as on sound footing...
8/ Lithium is out and toxic...
9/ Tesla and Graphene.
10/ Australian standards and mining methods.
What I find most interesting is the intersection of Macro; Investment Drivers; Tech Drivers; China; USA; Peer Comparison and Capital....
I think, in my opinion, when we take the totality of the last week or so of opinions I think the general concensus is this long-term trend is going to continue.
Who knows; I could be 100% Wrong! DYOR !!!
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I think we can now really drill down further into this all into perspective....
What are your Deductions from these Key Investment Drivers for MRL Corporation?
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
My prediction, for what its worth, is that this Capital Overlapping (USA/CHINA) allows MRF to name their Price and more importantly get a leg up that Talga just didn't have.
These Key Investment Drivers; the obvious Peer Comparison; Macro Drivers; Tech Drivers and excellent Capital Structure/Management all point to the re-rate.
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 ?
What is Sovereign Capital Overlapping/Demand in Sri Lanka very important?
How can MRF's Graphene Facility come together?
What is Sri Lanka's position on Graphene?
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Back last year points the way for MRF: The question 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?
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What do you think?
@Meteor
@alpaka
@Buzzcut
@aaremms
@ozpolarbear
@duke
@Bigglesworth
@showstring
@Lincoln Burrows
@insaf
@Assumpta
@king louie
@Pauldola
@earlyrise
@McDuff
@Saruman
@jeans_sammy
@mitta
@nihilism
@Fibonarchery
@accaeric
@waltavoc
And all the other excellent posters....
The title of this thread is Headed Back Up. In my opinion the reasons why it is headed back up are the most fascinating.
In my opinion MRF is one for the Text Books.
MRF's dangers don't come from problems they could come from how good and strong it really is. Capital management is so important right now. The MD must be constantly looking to improve the Structure and lay the paving stones for the Growth to come.
At any time the MD can speak to a media outlet and move this. Personally i am glad MRF keeps its head down. The market does not really understand Value and this allows the market to sell their nerves!
Of course investing has inherent risk! Speculation is Risky!!!
Kind Regards
DYOR !!!!
