MLS
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5.26% 2.0¢ metals australia ltd

Agree. I hold MLS and am very happy, but as highlighted there is...

  1. sparj
    447 Posts.
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    12/08/22
    09:15
    Post #: 63071883
    Agree. I hold MLS and am very happy, but as highlighted there is still a lot of derisking needed. As a result I don't hold MLS for its graphite interest, but for exposure to other EV materials. I hope the graphite will value add at some point but my $ is on BEM for graphite, as they are cashed up, only weeks from DFS, and an estimated payback of 1.2 years due to feed and sale contracts established.

    GLTA
    Last edited by sparj: 12/08/22
    MLS Price at posting: 7.4¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
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2.0¢ 		Change
0.001(5.26%) 		Mkt cap ! $14.51M
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