investor roadshow, page-274

First a very BIG THANK YOU ! To all those who visited the presentation and shared their impressions.
Much appreciated and once more shows, that this is one of the best HC-threads concerning information !

Then to a very serious matter that Tota raised:

"Any mention how the Amis going to pay for our services? Don't really want their monopoly money any more."

This is exactly my major concern about MHMs path in the future.
To make this very clear, i am delighted by the progress of the company and repeatedly used weak shareprice times to accumulate stock.
IMO the shareprice will just know one way to go longterm, which is up, but if we are calculating margins, we should consider one very important fact:

The Australian operations will be pretty small compared to the planned US size. That means, the biggest part of revenues will be paid in USD. I guess everybody here will have noticed the direction of the AUD the last months years compared to nearly all major currencies ( with the exception of the CAD and the CHF ) and especially the USD.
I am a citizen from a fiat currency nation and therefore started to invest my money in better situated countries a long time ago ( meaning right after the World Financial Crisis) Therefore nearly all of my shareholdings are either in AUD or CAD. I made huge gains simply through currency changings.

I read literally hundreds of articles concerning that matter, and i am very convinced that the USD ( and the EURO to a lesser degree) will continue to loose value compared to the "commodity-currencies" like the CAD or the AUD.

This will IMO hurt the revenues for MHM, when they will only focus on the US.
Right now this phenomenon can be seen when you follow the gold price for example. While it reaches new heights nearly every week in USD it is running flat for quite some time in AUD.

So as a conclusion:

While the overall prospects are outstanding and the future revenues ( and the shareprice ! ) will be much higher than today, i am a little worried about focusing too much on the USA. A litlle diversification especially into Canada would be a good idea IMO.
On the other side I think that with an ever more decreasing USd we will also see higher commodity prices, which logically applies to alumina, so maybe the damage done will be lesser than i fear.

Time will tell, it always does...

Greetings Wantedman