EGR 3.00% 9.7¢ ecograf limited

Any thoughts on when we may hear on the DD or finance, page-61

  1. 5,226 Posts.
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    I thought I outlined why I invested in MNS. To make it more succinct: a hedge for me personally on MNS achieving an offtake (hopefully tomorrow). At this stage I will give it max 2 quarters. Pretty simple. If they achieve this I will hopefully profit:-)

    Oh I've been critical quite often on these threads of KNL. Yep the sp is woeful currently and imo a good chance to buy.

    The due diligence announcement is the company maker here. If it comes through KNL imo becomes way more attractive and due for a re-rate. If it doesn't come through, and we have to source funding from elsewhere then I accept the sp would have no reason not to plummet. I dunno <10c ?? How about you: what's the downside on mns without 3x80ktpa western offtakes with $2350 basket price and without usd$269m finance considering fully diluted mc is aud$204m. You go first @v8man your here to 'just keep it honest' (your words)

    Graphite prices are not a spot price and there is no ability that I'm aware of, of a miner being able to set a price more than 6-12 months ahead of delivery. If you can name an instance let me know of it please.

    I'm out for a while so check in laters
 
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