MRL Corporation: Hot Copper Highlights I wanted to take in all...

MRL Corporation: Hot Copper Highlights


I wanted to take in all the wonderful posts/threads over the last week or so and just absorb the totality of it all and try not to miss out on any interesting opinions and posts.

I also want to say thank you all the wonderful contributions by everyone. Amazing really.

Thank you; it has been allot of fun!


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Broker Data

http://hotcopper.com.au/threads/broker-data.2517379/page-2#post-15328869

MRL Corporation: New Mine Opportunities?

http://hotcopper.com.au/threads/mrl-corporation-new-mine-opportunities.2518148/#post-15324252

Ann: Final Director's Interest Notice

http://hotcopper.com.au/threads/ann...notice.2519548/?post_id=15316370#.VV5qb0Y0E9o

Ann: MRL Appoints Highly Experienced Geologist

http://hotcopper.com.au/threads/ann-mrl-appoints-highly-experienced-geologist.2519512/#post-15315993

MRL Corporation: Probing Graphene Physics

http://hotcopper.com.au/threads/mrl-corporation-probing-graphene-physics.2519328/#post-15315364

Australian miners claim big graphite advances: MRL Corporation

http://hotcopper.com.au/threads/aus...vances-mrl-corporation.2519430/#post-15315111

Breaking News: Graphene on the Road to Stardom

http://hotcopper.com.au/threads/breaking-news-graphene-on-the-road-to-stardom.2517371/#post-15297252

Review: MRL Corporation Ltd

http://hotcopper.com.au/threads/review-mrl-corporation-ltd.2516275/#post-15297253

Six ways in which graphene is going to change the world

http://hotcopper.com.au/threads/six...ng-to-change-the-world.2518155/#post-15303473

China to Use Graphene in Mass Production of EV Batteries

http://hotcopper.com.au/threads/chi...uction-of-ev-batteries.2517382/#post-15304159

Ann: MRL receives outstanding results from graphene testing

http://hotcopper.com.au/threads/ann...graphene-testing.2514362/page-2#post-15311118

Warick Grigor 2015: Vein Graphite; Graphene; MRL Corporation Review

http://hotcopper.com.au/threads/war...mrl-corporation-review.2517626/#post-15313316

MRL Corporation: Sri Lanka Overview

http://hotcopper.com.au/threads/mrl-corporation-sri-lanka-overview.2519462/#post-15315676

Ann: MRL raises $1m to advance high-grade graphite projects

http://hotcopper.com.au/threads/ann...rade-graphite-projects.2514344/#post-15267661

Ann: MRL receives outstanding results from graphene testing (Historic IMO)

http://hotcopper.com.au/threads/ann...-from-graphene-testing.2514362/#post-15267728

News: MRL Corporation tops % Gainers intra-day

http://hotcopper.com.au/threads/news-mrl-corporation-tops-gainers-intra-day.2514763/#post-15272035

Ann: MRL receives outstanding results from graphene testing (Discussion)

http://hotcopper.com.au/threads/ann...graphene-testing.2514362/page-2#post-15272011

Breaking News: Graphene to disrupt commodity demand

http://hotcopper.com.au/threads/bre...srupt-commodity-demand.2514879/#post-15275191

Breaking News: Escaping the Malaise of the Bulks

http://hotcopper.com.au/threads/bre...ise-of-the-bulks.2515407/page-2#post-15285401

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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

And all the other excellent posters....



Kind Regards

DYOR !!!!