Frankfurt, page-16

Given the dire aversion to risk on the ASX, what are the chances that we could see German investors realising the opportunity before Australians and driving the rise in valuation?

German investors who understand Thyssen Krupp and its plans will likely do some extensive research on this little Aussie company once the off-take becomes binding. As others have mentioned, majors like TK could stand to benefit from €60B/Month QE in the Eurozone which commences on March 1 meaning a change in broader market sentiment could be a few weeks away.

Funding will be procedural with TK involved leaving little doubt that the company will become a producer generating twice it's current market cap in annual gross revenue from 2016 based on Pavs calculations.

I don't anticipate any of this dawning on the local market until consistent buying in Frankfurt starts to raise eyebrows at instos here. Getting the TK off-take agreement finalised is the tipping point for 2015 imo.