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?