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Hi Duke; Ring in and Tone the Groan!

I agree with your assessment Duke. BBR is experiencing the drag all companies experience when they are part of such an extreme peer imbalance.

@ Tone the Groan;

The Peer Imbalance is one of the most interesting fundamental feature right now and in my opinion this is one for the text books.

Another crucial feature we must be aware of is the extreme economic forces right now. The Derivative bubble is now 20% or more higher then 2008! This impacts small caps in strategic materials in emerging young populations like Sri Lanka because the smart investors need a parachute for their capital.

BBR is not burdened by the market inefficiency; rather it helps ultimately going to be helped by it. Good news right now for MRF also applies to BBR. So rather then it being boring I see it as relevant because it is sound theory to reduce risk by owning both!

Anyway I'm sure it is not spoken about to bore you; the market is just discussing the nose on its face...

As a long-termer for me value is everything. Duke is right in my opinion; BBR is way undervalued; in fact Vein graphite and MRF and others are way undervalued so I would say hold onto your hats. Yes MRF has better leverage right now but I predict it will catch up to BBR and BBR will race ahead faster then MRF. BBR is closer to its bigger targets but Duke is right; you cannot look at the market and its Peers as though it is in a vacuum or your analysis will be off.

The fundamentals of BBR are excellent and need more time in the oven!

I have been speaking about this when BBR was down in the .20's; I think I have been consistent and logical about the theory and what we are seeing. Instead of being boring I have come to respect the opinions here and over on MRF. Definitely 'not' boring!

Kind Regards

DYOR