Looks like this is the ground floor on the play, we are 0.07 bid and it is thick down to 0.055
People: IMO the management team has proven itself solid as they continue to make good progress on CRE. The BOD, I have very little to say about.
Asset: Not all that much known at the moment other than it's a graphite play. There is a list of 16 assets on their homepage. I haven't really started any serious DD.
I am a buyer here because I like the sector and the team.
Plus........
Everyone likes graphite these days! Mmmmm flavor of the month!