MRF 3.17% 6.1¢ mrl corporation ltd

Headed back up, page-57

  1. 10,867 Posts.
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    A true child of the internet...

    Nasa great discussion, first and foremost I admire the energy/thought you've put into this and you've definitely raised some valid points.

    http://www.globalstrategicmetalsnl.com/_content/documents/405.pdf

    it's a good read because it outlines real world factors rather than hypotheticals. I think a lot of the stuff you've been reading on says '5 years' or '10 years' away, in reality most of them would of been known about long ago, what has changed to make it more viable now?

    you could make the argument about graphene making more of them viable, however here is a fun fact, graphene was produced in 2003 in measurable quantities and has yet to make a single commercial product.

    That's right, there is not a single graphene product on the market.

    Will that change? yes, but it took 12 years from producing it to commercialising even a simple use. How long will it take for a complex sheeting arrangement around a battery to be produced, tested, and proven?

    It's a fair way off. if at all. They haven't even proven many of the concepts work (on scale) and those that have all face what is known as 'critical path failures', meaning they need to over-come a key short-coming to become viable.

    In the mean-time, Tesla just sold-out its 2016 stock of the new home-batteries. If you don't think this will impact a small mineral base (lithium only uses around 460kt/year) that's already in supply shortage.. well I'd guess you're a different sort of investor.

    What I'm getting at is you're looking too far down the road, commodities are all cyclical, it's the nature of it. Lithium will see much more benefit than graphite in the coming boom because its harder to produce and less abundant. Graphite has already proven to be readily available and accessible, there are mega projects in the works.

    it's price is peaking IMO, once one big project (SYR) gets up, graphite will face the same thing as other booms.

    Lithium will rise and fall on the back of that, in which time I will build positions and then sell them, readily. I'm not attached to either commodity, I just know cycles and where the projects are currently at.

    Graphene will have its cycle in a few years time, once it gets implemented en mass it will go through high demand, which will create opportunities for supply then it will be over-supplied.

    hope this helps you see my point of view, your thoughts are all correct, but you're trying to invest in speculative stocks for a 10-year time horizon. This approach bears a lot of risks.. more than I personally could accept. Good luck my last post here.
 
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