Firstly I could give you the Investment Drivers; Peer comparisons and many other articles as reference Data Points but I think MR Grigor did a great job....
MRF is the most recent, genuine graphene stock to emerge. It can use the one step electrochemical exfoliation production method to produce high quality, low cost graphene.
MRF sits in contrast with Talga due to its extremely high grade ore, with ROM grades of 90-99% Cg compared to Talga’s expected grade of around 25%. The benefits of this super grade are compounded by the yield to graphene which has been demonstrated to be 50-80%, whereas Talga has released figures of 2-10%.
Put simply, MRF has to move much less ore to achieve sizeable quantities of graphene.
This minimises both capital expenditure outlays and operating costs. It also provides greater flexibility to transport ore to proposed graphene production facilities that can be located on the doorstep of the graphene consuming entities.
MRF will operate at a smaller scale than Talga due to the geometry of its orebody, but this is not an inhibiting factor at the early stage of the development of the graphene sector, as bulk applications are still being developed.
The market is not yet able to absorb substantial quantities of graphene, though the availability of supply will rapidly stimulate demand.
The market has already re-rated Talga in recognition of its exciting potential but MRF has not yet seen its share price appreciate in the same way. It is time that it did so.
Both companies have an exciting future but the spread between their market capitalisations is currently too great.
Competition between the two companies will be to shareholder benefit as each company should be vying for investors’ attention.
Value Investors like myself cannot say when but can say why; like for instance Low CAPEX and OPEX and Low Management Risk....
MRL Corporation is so oversold it is crazy right now in my opinion; it is a text book example - Wait until the world compares Veiners and Flakers with a serious look .... Many Flakers have no idea but that is about to change. I think the ultimate architect of the current undervaluation is the company themselves. The Management is smart and keeps their cards close. They focus on the Scoreboard not the pomp and pageantry. I think that has to change because the results are to significant....
www.mrltd.com.au/attachments/.../20150408-GrapheneTests-PRY.pdf
Apr 8, 2015 - development company of the University of Adelaide, to test its Sri ... Graphene sells for a substantial premium to conventional graphite and.
www.mrltd.com.au/.../20150803-CollabarationAgreement-PRY-V2-Clea...
Aug 3, 2015 - enhanced advanced materials solutions company. The agreement will identify commercial applications for MRL's graphite and graphene.
www.mrltd.com.au/attachments/.../20150513-GrapheneResults-FINAL.p...
May 11, 2015 - MRL Corporation (ASX: MRF) is pleased to advise it has received outstanding ... The quality of the prepared graphene from MRL's graphite is.
resourcesrisingstars.com.au/infopage/7471
Oct 23, 2015 - With the ASX awash with graphite hopefuls but very few producers, this week's announcement by MRL Corporation (ASX: MRF) that it is just ...
www.*.com.au/.../mrl-corporation-signs-graphene-com...
Aug 4, 2015 - MRL Corporation (ASX:MRF) will look to identify commercial applications for graphite from its Sri Lankan projects after signing an agreement ...
www.*.com.au/.../mrl-corporation-begins-graphite-mar...
Sep 1, 2015 - MRL Corporation has signed a certification and licence agreement with a graphene marketing specialist in a warm up to first production at its ...
Once the company actually focuses on Marketing its transformation into a Producer and GRAPHENER I think the Re-rate is on. I called BBR attempting .70 months in advance and I think MRL is going to run harder and further and faster then this - I have a feeling many are watching for it to crack .14 .... In my opinion this is just a matter of time and numbers.
I have said before that MRL Corporation is the SYR of SL Vein - Its Structure and Management tell the tale for us right now.
So like I have said in my long-winded way as the Marketing ramps up I think that is the WHEN of your question. It is amazing we are going to LONDON isn't it?
It did not surprise me to see the German Articles; they understand the Material Sciences well ....
Kind Regards
DYOR!!!!
MRF Price at posting:
6.0¢ Sentiment: Buy Disclosure: Held