TA is not my thing but if I was the MD I would release all cannons at the market building up to the Meeting June 29th - Be there or be square!
The MD has focused on conservative targets and all the things the market likes to see; lots to go out and crow about or hire someone to send out articles to the Pundits. I like the old 80's rule of Market the Meetings! Of course this rule only really pulls off if SL Vein is something to write home about and in my opinion it is.
This was my opinion when MRF was in the doghouse and now things are looking great it is also my opinion.
Whatever MRF can do to expand these areas for me would be awesome!
WHAT is your wishlist?
Risks that must be developed/managed in my opinion....
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.
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.
The UK is looking to be a player this year and may be able to make a bid on MRF's Graphene Facility or further Dormant Mines in my opinion.....
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 commercialization 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.
The Tech Drivers are very Fascinating in my opinion....
1/ Graphene Energy Solutions and Industrialization 2015 China This is amazing!
2/ The world can be transformed by Graphene Water Desalinization
3/ Graphene allows for rapid recharge times; this is amazing for many, many industries - Recharging our cars faster then filling our fuel tanks with fuel !!! WOW
4/ The International investment and excitement was palpable across the world and on the forums.
5/ Graphene helping speed up DNA processing and research - The medical benefits of Graphene are endless. Massive industry.
6/ Long Life SUPER-Capacitors !!!! EV especially need time LONG LIFE .....
7/ Lithium Ion-Batteries... TESLA CARS and POWER WALL....
8/ Graphene Solar Cells will be coming to Australia very soon. Very exciting for Australia's energy independence from oil. Combining with Batteries that last 25 years and Australia's spaced out Nation will become incredibly resilient.
9/ Graphene Composites and Materials and Disruption of Commodities! WOW!
10/ Even though it is not mentioned here. ORE into GRAPHENE in 1 Step PROCESS using SL Vein Graphite!
The Macro Drivers are many and all converging on Sri Lanka and SL Vein Graphite and MRF in my opinion...
How are they going to handle the Cashflow/Assets?
How are they going to build a Graphene Facility?
Who are they going to Hire?
MR Grigor's link of MRF with Talga and his shot across the bow I think will only be ignored by the inexperienced. All the industry people I know says his announcement at this event was a clear message to the market to wake up. Massive disruption is about to land on your door step Commodities!!!
Breaking News: Graphene to disrupt commodity demand
To include MRL Corp. in this announcement was incredibly significant in my opinion.
MRF's ability to negotiate and build a Graphene Facility with partners with the expertise and the understanding that MRF is looking to long-term undercut and build a world-wide market expanding and highly lucrative.
Recent Progress of Graphene Industrialization in China
In the past 12 months, China has made a significant progress toward graphene industrialization that can be shown in the following two aspects:
Infrastructure:
(1)
In May 23 of 2014, Changzhou city government launched a special project up to 30M to support carbon materials industrialization. Meanwhile, the government in collaboration with Ingenious Ene-Carbon Group has set up a $300M Venture Capital fund.
(2)
In September 3 of 2014, China Graphene Investment Alliance was established.
(3)
In September 4 of 2014, "The Strategic New Materials Project" was launched in Fengtai, Beijing. This project is based on the collaboration with Brunel University.
(4)
In October 18 of 2014, Qingdao International Graphene Innovation Centre was opened.
(5)
In October 23 of 2014, the Ministry of Industry and Information Technology, National Development and Reform Commission, and Ministry of Finance have co-announced the new project: "Upgrading Project on Key Materials", in which it includes graphene.
(6)
China Innovation Alliance of the Graphene Industry - CGIA organized a very successful conference - International Graphene Innovation Conference - GRAPCHINA 2014. It attracted more than 1200 participants from the world.
(7)
In December 26 of 2014, Jining Graphene Industry Park was launched in Jining,Shandong province.
As projected, graphene companies in China will expect sales of graphene powders and slurry up to 500 Millions RMB in 2015, which will mainly be applied to lithium battery, coating, composites, and touch screen technology etc.. Marketing needs will steadily increase to 100 Billions RMB in 2025.
In another hand, 2D Carbon (Changzhou) Tech CO. Ltd has owned 30,000 M2/year production capability of graphene thin film, while Chongqing MoxiGroup has built a production line of 10 million x 15"/year for graphene thin films. This thin film product will be used for capacitive touch screen technology and so on.
MRF's stated Targets will need expanding on in my opinion...
• Completing the construction of the Pandeniya EL228 – S2 headframe and installation of the support equipment to enable underground access. The Company also expects to receive its Industrial Mining Licence for this project.
• Diamond core drilling at Aluketiya and starting the refurbishment of two shafts in the project area and construction of civil works and headframes.
• Further exploration work, including drilling targets on the Dedigama and Pujapatiya project areas and securing further Land Access agreements.
• Further analytical testing by Wuhan University in China and Nagrom Metallurgical group to simplify the metallurgical flow sheet and achieve grades of at least 99.95% TGCii though acid leaching techniques.
• Continue discussions with several potential offtake parties for planned production.
Long term Horizon by your calculations for MRF?
MRF a very strong candidate for Dormant Mines ?
Sovereign Capital Overlapping/Demand in Sri Lanka?
How can MRF's Graphene Facility come together 2016?
Does MRF need to build a demonstration Facility like Talga?
Because this General Meeting is preceding MRF going into Production it is really interesting as a chance to get together - All who are interested in SL Vein Graphite might be coming.
