SER 6.67% 1.6¢ strategic energy resources limited

Ann: Investor Presentation on Graphene, page-7

  1. 5,512 Posts.
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    I have now looked at the video and it took a while to load - it makes a lot sense of the presentation from when ser first released it - cutting the ice cube was amazing.
    The $15m reference relates to ser market cap and yes it should be 2-3 times more.

    Now to realise the value of the research through Graphitec will necessitate the ser sp being a lot higher than 10c - maybe 15c, before asset is demerged.

    To achieve this pre-demerger sp one should really only focus on the Monash Uni deal and take the other ser interests as a bonus.
    Can the Monash Uni deal deliver a sp of 10-15c? within 12 months?
    IMO 10c before end of December and 15c in 12 months, is very possible.
    But if demerged in 2014 then the 15c/12 months no longer applies.

    the ser options will need to be excised before the demerger as well
    [i have said all this before]
    Monash Uni need to deliver the binding agreement for licensing the research along with more "meat on the bone" it will come, just a matter of time.

    the VXL interest could easily double by end of Oct and that will drag the ser sp higher to start off with and then underpin a steady trend upwards as VXL ramp up

    heck, would you rather put in $50k now with a pathway to 200-300% gain over 12 months or risk it in a graphite wanabee with all sorts of risks and years away from developing a mine?
 
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