SER 5.88% 1.6¢ strategic energy resources limited

+50 value, page-7

  1. 19,584 Posts.
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    I probably should say that I'm not hanging my hat on $45K a tonne but trying to emphasise the value in Uley with 1/3 80+ & 1/3 50+ in comparison with Focus which appears to be 40% fines.

    If they can enrich their coarse flake with a $10m upgrade to their plant the same should be possible at Uley.

    BTW, Focus jumped again overnight to $1.49 and is obviously getting a lot of attention.

    Consequently Northern is talking IPO again.

    You have to start thinking that graphite could be the next "investment darling".
 
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