Hi nasabear, Really good read, lots of points that could be used...

Hi nasabear,
Really good read, lots of points that could be used as reasons for investing
My thoughts are when comparing companies in this sector sometimes it just doesnt add up no matter how you dissect it.
Re syr & ton!!!!
We could be in a similar boat with tlg?
The bonus with mrf is its market cap, I think when management up date its mining ops and then the key of customers that's about it I think time should sort out the rest
The thing with graphite market is the run of companies that all seem to have graphite around the same grade and size which makes it hard to stand out! Maybe country risk, roads, ports, etc
We have the highest grade hands down, some will say open cut mining is better but when you cherry pick 95%and higher grades then?
Commodities that vary on a weekly and daily basis those companies at the moment are at the big boys peril.
I think with some contracts signed that long term price security will set the rockets going
Still think any time, but patience is still the key
Just look at the poor buggers over at FAR they have found the biggest oil discovery in the world with sne-1, now look at there share price movements. They are about to drill into a very very large reservoir and the price still going south! Go figger! So like I said sometimes it just doesn't make sense!
Some times keeping your investing rules simple often keeps the mind clear

Hope I haven't confused u all
Peppa