A rather broad brush pav & some sweeping generalisations + a bit...

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 ........
.