Hello Elcorp,
I started looking at Graphite producers last week to add to some Lithium and Cobalt companies i have so my Battery investment would be covered. Plenty of Graphite plays out there but i came across DNI /Cougar and almost dismissed it out of hand as a penny dreadful.
Fortunately i knew the parameters i was looking for, Saprolitic, Madagascar, Location. Infrastructure, Management. These things i had learned from previous research when Batteries and its components had the first rush of blood a few years ago along with rare earths and all fallen in a heap.
Syrah and the one next to it was the flavour of the period then. So DNI pops up and i find it has an Australian partner. Obviously both struggling. Then you look at what they have and isn't that amazing. The information from Video interviews ( Dan Weir) and presentations as per your example presents the most comprehensive detail of any company i have ever come across.
Its the quality of the project and the transparency of its management that will enable Vohitsara to be successful. I do not think they will have any problems from now on with funding.
Not clear in my mind if Cougar will have to buy into Marofody. $500,000 plus drilling, resource reports and PEA got them into Vohitsara. No mention of this anywhere.
I also found your articles informative. Got in on Friday. No i did not get it at 0.016, unfortunately.
RAB
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