Looking at pokarna’s precarious financials over the years, I am wondering how they got the money to buy these – they have been in debt and hardly have had cash. who are these supplier mines – why did they choose pokarna ? why can’t they themselves forward integrate and do this
The toughest is to get a quartz mine – not process it – sort of similar to cellular spectrum. once you got the spectrum, equipment and all else only make a marginal difference.
for any mineral, getting access is the biggest moat – not processing it. AFAIK, this brettton stone etals is good marketing spiel but the real question is how do they get such low cost quartz and if they had all of this before, how did things change only in 2014
| Subscribe To Our Free Newsletter |
