EGR 4.08% 9.4¢ ecograf limited

Ann: Kibaran appoints experienced graphite specialist to Board-KNL.AX, page-97

  1. 1,684 Posts.
    lightbulb Created with Sketch. 1229
    'Your only as good as your fans"
    Too true.
    KNL is a great investment. All the ducks are lined up. Off take partners don't go to the trouble of signing agreements without doing their due diligence on the financing. If it isn't coming or they have any real doubts then they don't invest the time or energy. You don't sing a speculative offtake agreement.

    I wonder what impact the almost constant external comparisons to other G companies is having on potential investors of all sizes. They hear about KNL, they come here to get a feel for Shareholders thoughts and they see an almost constant external comparison..."we are bigger...better...smarter faster ...better quality ...etc etc" and then the inevitable "we should be worth more than them...or they should be worth less"

    If I was looking at KNL as a potential investor I would err on the other side of the fence when reading this constant comparison ..."Exactly...Why aren't they. Whats wrong with KNL"
    The reality is absolutely nothing at all.

    Let me give a comparison . Lithium is my other main investment. Orocobre in particular ..there may have been a few external comparisons..but never ...we should be worth more....why because it immediately begs the questions...Then why arent we? Instead the focus is on the achievements of the company in and of itself and the impact on valuation in and of itself. Whilst the posts are often heated and challenging...the focus remains internal.

    I think we would get a lot more fans if everybody just focused on KNL and what it is achieving and how this might impact its valuation. Remove the "why aren't we" angle. More fans...more investors...and eventually the big end of town. I would hate to see finance come which it inevitably will soon and still a focus on why we arent as shiny as others and how can they be more shiny .......as opposed to "look how shiny we are!"

    Just my opinion.

    564xxl
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