Hey Shell, long time! I mean this is the most genuine way...

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Markymarkmark

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19/11/20

11:55

Post #: 48986308
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Originally posted by Shellbell: ↑

Lot of "ifs", assumptions and hypotheticals there, and it's definitely not black & white like a zebra. Lol.

Yes, a lot could happen over the next 3 to 5 yrs... and very little too if one is to look at the scene over the last 5 yrs. Sure a shortage of graphite could happen but in the meantime, this company is going to be perpetually short of $$$.

Also, since we are speculating and hypothesising, what if natural SpG is phased out in preference for silicon (which I'm aware still has its issues) or for synthetic SpG (which I'm aware still has cost issues)? What if all goes to plan but Urbix decide to remain autonomous and just buy flake graphite from Bass and other suitable suppliers? I could rattle off a bunch of unfavourable scenarios that emphasise just how speculative this stock is in terms of future risks. And, the company has yet to even prove to the market that Stage 2 is feasible and with sufficient cost-cutting measures that can be implemented economically and, more importantly, got the optics to attract investment.

I've seen this company over-promise and under-deliver for years until I sold 95% of my holding at a higher SP to today's to the tune of big bucks. Even at its pultry MC its highly speculative and risky. Have you looked into the cash position of the company and conjectured as to the likely cost of Stage 2, Given?

PS: Yes, I am the girl in this threesome!

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Hey Shell, long time!

I mean this is the most genuine way possible: you ramped this to the high heavens ages ago and it just so happened you were wrong. You’ve now changed your tune- what makes you right this time...?

BSM Price at posting: 0.3¢ Sentiment: Buy Disclosure: Held
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Hey Shell, long time! I mean this is the most genuine way...

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Hey Shell, long time! I mean this is the most genuine way...

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