blue ocean: kdr = $2bn - $3bn, page-109

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gkotrader

65 Posts.

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21/12/17

12:03

Post #: 29799602
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Originally posted by Tran ↑

As KDR market cap grows bigger and bigger, the tree-shakes organized by the big institutions to steal cheap shares from the impatient holders get less and less effective.

Last few times were:
- $1.40 down to $1.14, then
- $1.68 down to $1.20, then
- $1.68 down to $1.425, and
- This time it looks like it cannot go much lower from $1.92 to $1.82?

Clearly more and more real investors are getting on board and hold their shares for long term. More research have been done on KDR and everyone can see a brilliant future with KDR. 200%-300% potential appreciation in share price as KDR tick more and more boxes as it moves closer and closer to production status.

If all stars are aligned perfectly for KDR, then I think someday we will overtake PLS in term of market cap because of 3 reasons:

- Our resource will be about double the size of PLS's resource after the next resource upgrade.
- KDR's resource grade is higher: about 1.5% compared PLS's 1.24% grade, and thus lower strip ratio and production costs.
- SQM joint venture partnership will pay off handsomely when it comes to refinery production. This is where KDR holds a big advantage over Orocobre, GXY, PLS,....

Many will laugh at this suggestion but all I can see the only reason PLS is currently at $2bil mc compared to KDR currently at $640mil mc is because PLS is about 1 year ahead of us in terms of milestones to move to production. We will move through those milestones too and we will get to production. But when it comes to downstream refinery, I believe we will be in a better hand with SQM as a joint venture partner. For that reason I dare to say again: I believe someday KDR will surpass PLS mc, just as PLS has surpassed GXY market cap few weeks ago and I guess not many people have expected or believed it would happen.

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Nice information tran!

KDR Price at posting: $1.86 Sentiment: Buy Disclosure: Held
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0 Great analysis

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