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9.3¢ kibaran resources limited

Tanzania, Barrick agree on plan to settle Acacia dispute, page-8

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mr_delta

9,235 Posts.

565

17/03/19

12:13

Post #: 37788431
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Originally posted by benspurgin: ↑

Hi Gracie

I'm in...again! Why?

1. Very significant KNL management financial skin in the game;
2. KNL management has 30+ years of experience in Tanzania;
3. Thawing of regulatory glacier in Tanzania which has stifled foreign mining in the nation-state for almost 2 years;
4. The Barrick deal is the keystone to unlock Tanzania's regulatory strangle in its mining sector;
5. The EV revolution is gaining global momentum at a sizzling rate and it's not stopping, so the demand for graphite will only increase exponentially;
6. The ECOGRAPH hedge gives us a fall-back position in Europe;
7. KNL's non-dependence on China given geopolitical issues in the South-China Sea and current trade heat with USA; and,
8. It's ridiculously cheap at this price and I am assessing a 10-bagger in the medium term and further long-term growth i.d.c.

GLTAH

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did you sell out your complete holding Ben? Are you in - back with a bang or just getting some small chunks?

the only reason I am asking a personal question is because you were in the Top 20 if I remember correctly - so just naturally curious about the movement of stock in your portfolio

KNL Price at posting: 10.0¢ Sentiment: Buy Disclosure: Held
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