A rather broad brush pav & some sweeping generalisations + a bit of borderline liable.
'Boards that persist in taking their company strategies down this "potential" path are again either incompetent or fraudulent.'
I am a SH in both MNS & KNL but heavily weighted to MNS as 'super pits' have economy of scale as per economics 101. However KNL has great BFS figures & NPV.
Interested in your comment re the battery market ? As far as I know KNL is still going to JV a spherical graphite plant onsite, I assume this is for the 'potential' battery demand path. Does that imply that you think KNL management are incompetent and/or fraudulent ?
'Kibaran Resources Limited (ASX: KNL), (‘Kibaran’ or the ‘Company’) is pleased to report the results of its Battery Grade Graphite Scoping Study (‘Battery Study’ or ‘Study’) which highlights robust economics and a compelling case for the development of a Manufacturing Facility to participate in downstream value added processing.'
http://www.kibaranresources.com.au/...56-10000000/BatteryManufacturingFacilityStudy
BTW how is KNL management going with their 3D printing MOU/JV ?
http://www.*.com.au/companies/news/...ou-for-graphene-use-in-3d-printing-55821.html
Mirror mirror on the wall ........
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32.0¢ |
Change
0.060(23.1%) |
Mkt cap ! $145.3M |
Open | High | Low | Value | Volume |
27.5¢ | 32.0¢ | 27.5¢ | $252.0K | 870.8K |
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No. | Vol. | Price($) |
---|---|---|
1 | 4667 | 30.0¢ |
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Price($) | Vol. | No. |
---|---|---|
32.5¢ | 32120 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4667 | 0.300 |
1 | 15000 | 0.285 |
1 | 10000 | 0.280 |
2 | 7255 | 0.275 |
2 | 18700 | 0.270 |
Price($) | Vol. | No. |
---|---|---|
0.325 | 32120 | 1 |
0.340 | 2944 | 1 |
0.345 | 375000 | 2 |
0.350 | 388563 | 3 |
0.360 | 213434 | 4 |
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