Member Info for bonker99

Yup - I said a long time ago this could become the Escondida of the graphite world.

A major will take this.

@Mavern- agree entirely - they can make their own top-end market at 4 9s ........

I concur.

There must be a reason it's so noisy in here ...

Quite - they have a ton of skin in the game already.

Stick with it peeps.

100%

The oil price/Iran shenanigans are on rails - should do very well from here.

.

Chunky ...

BOOM?

It's fair comment - the grades sound amazing but you have to be able to put a Dollar value on it, even if just an approximation.

Yup, lots of runway for take off.

Blimey, that's big un.

Anyone sitting on cash can look forward to a c30% haircut in real terms over the next five years.

Conversely, taking on debt denominated in US Dollars or Pounds to buy hard assets will yield the opposite.

Cash is most certainly not king for the very forseeable.

Nice close.

BoD said end of Q2 for updated DFS numbers, now it's end of May, like next week - hardly surprising it's seeing a push from 7s having hit 12p on the last swing.

Yup - it's industry standard for that old NPV - trust me - that NPV is about to be yoinked much higher so perhaps I need to go with the 14x instead.

I'm not saying tomorrow/next week but be in no doubt that that's what its worth.

This is a comfortable 10x from here and that's based on the old DFS numbers.

Interesting re Pentagon money.

They don't have an "alliance" with the US, they own their asses to the tune of c$40T.