EGR 3.33% 15.5¢ ecograf limited

...You don't need to overhype EGR...,Overhype? Strange...I...

  1. 5,237 Posts.
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    ...You don't need to overhype EGR...,

    Overhype? Strange...I explained my thinking why a higher price than EGR's conservative price is a real possibility...I know what China is doing and I also explained why I think their time of dominance is coming to an end and cheapest price will not be the main factor any longer.

    Also I am not invested here just for a couple of years of potential income...what is the forecasted pricing from 2025 when EGR ,IMO, will have 3 EcoGraf Plants and possibly including coating facilities (sell price will increase to >US$10k/t) we are at the foothill of what will happen for the remainder of this decade...double digit growth will be a multi year event...plenty of upside appears to be possible thanks to EGR's conservative pricing used
    https://hotcopper.com.au/data/attachments/2975/2975805-9640a484f80f563665c5f29ffaa16c40.jpg

    and let's see what will happen to those forecasts once they will (possibly) have to revise their demand forecast figure upwards 'once again' in the coming months.

    No need for overhyping indeed...just very strange that some have become super conservative at a time where a few companies in this sector are clearly separating themselves from the wannabees and EGR is clearly one of those rare companies...wonder why that would be?

    All IMO

    https://hotcopper.com.au/data/attachments/2975/2975823-0292c3b8dbc1cb91da94001f804211d0.jpg

 
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