GREY:ABGPF - Post by User
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Purveyoron Sep 27, 2017 1:22pm
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Post# 26749054
CSrelative to Dailmer Mercedes plans.
CSrelative to Dailmer Mercedes plans.Buy talks and maximizing valuation is all about one thing ... Finding 1 BUYER who reeally needs what you got.
So who could possibly want what we got?
Hmmmmmmmm?
A local battery plant, even not Mercedes or Tesla, will certainly move in.
Now, valuation should factor in the following:
1) De-risking of supply - no foriegn interest threats (eg. China, North Korea, ....)
2) Unrestricted acecss to supply (work with the local mine to produce as much as we they need)
3) Local authorities are eager to encourage manufacturing and development = creating jobs = subsidies and other municipla tax relief;
4) POTUS driven strategy to build it in the USA - certainly will encourage grants, subsidies and relief and promotion of product for export (Oh yeah export was mentioned on the Daimler site).
5) Delivery costs almost eliminated as the source is local (eg. cf China, or other Graphite suppliers abroad)
6) Availabilty of product abroad may be threatened as tensions develop time to time due to unforseen political issues (China already planning to curtail dirty ghraphite mining and restrict export)
7) A start up cost of $10M or $20M is peanuts in the big picture. This would easily come from financing without loosing a single share if a off-take commitment were announced. CSPG would be the effective USA leader in its field and become a dominating force.
8) With such a supply chain in place, CSPG could easily seek out and acquire other (unfortunate, and we know who they are) competitors struggling.
I like this picture.... time to execute management. Send me an email if yo need help with this ;)
I'm looking for that job as EVP of market Development and I will take a $0 salary