Hi
@chrome033 ;
I always use simple words!!!!
LOL
I covered allot of this here:
http://hotcopper.com.au/threads/cr-and-rr.2589762/#post-15947368
All MRL Corporation has to do in my opinion is keep to their best practices and discipline. Structure focus; Management; Science....
At any point they can market if they want. They just had a number of historic announcements and are going into production!
When is had to call; the market is irrational and sells value and buys emotion...
At a basic level the Balance Sheet is going to make a come back !!!
I have also predicted Flaker Flight into Veiners and that is slowly picking up momentum.
I have also deduced a boom driven by the GRAPHENE 2D revolution.
Once MRL Corporation RE-Rates it will do so fast dramatically and much further and faster then most realize. It is still sinking in that the market bubbles and forms fast inefficiencies then ever before.
The Management Range is based on many basic calculations like Peer Group Analysis...
The long term horizon is important and the near term right now will be the Trigger points; Licenses; positive outcomes; sale of ore; production; Graphene Facility; Dormant Mines; Capital....
At any time they could do one or two interviews and off to the races...
MRL I think will overtake Talga and BBR and attempt to crack BBR's highs sooner rather then later...
MRL does not need bulk for profit!
The 3 Pillars of Capitalism and Business Success are...
1/ Capital
2/ Labor
3/ Production
Now look at what MRF is achieving in the 3 Pillars!!!!
http://www.mrltd.com.au/attachments/article/127/20150821-MRLReasearch-FEC.pdf
- A high grade, high quality deposit with enough known resources for at least 20 years of production
- Low operating costs (MRL Corporation)
- Low capital costs (MRL Corporation)
- A high proportion of medium and large flakes - (SL Vein is Superior)
- Purity which exceeds typical specifications - (SL Vein is Superior)
- Take-off agreements with key customers and easy access to graphite markets
- First mover advantage
- Run of Mine
I am compounding as well and I am expecting news any minute!
Is this good food for thought ?
As a long termer I am loving this natural pull back !!!
The head-frames are on the way !!!
Kind Regards
DYOR !!!!
