Value Microcaps Junior Miners

[checkmate28]

DNI DMNKF is nearly next door to Energizer Resources (renamed to Next Source ticker NEXT) DNI is permitted and drilling now 40KM from a port, plus are profitably wholesaling graphite to customers now, while EnergizerNEXT has been trying to get permitted for a number of years. DNI resource is Saprolitic whereas NEXT is not.

NEXT has a MC of about $40 M, DNI has a MC of about $2.6M
My calculator shows that NEXT has a market cap that is 15 times greater than DNI's. If DNI proves up a qualified large ton, high grade, high % large flake resource, that is large enough to support a 15,000 tonne/year graphite mine for many years like NEXT proposes... What do you think could/would happen to the DNI share price at that point???

Another comp. Sovereign Metals an Aussie company just put out its maiden graphite resource that is Saprolitic like DNI. tHEIR TRADING AT A $25M MC and popped on the resource announcement.

http://sovereignmetals.com.au/investors/
http://www.miningnews.net/exploration/resources/sovereign-graphite-resource-largest-in-saprolite/

Its my speculation that DNI Market Cap will rise in multiples of 100% while NEXT will still be talking about their great asset and plans for permitting and building a mine.

As to the financing that Traderfan asked about. They are raising $2.5 Million. I believe it will be an accretive financing to fund an acquisition. I trust management here, buts thats something I am comfortable with. Bob Moriarty was geeked when he heard the story and spoke with the company. He bought the shares and is taking a piece of the financing. The shares count will move to 80 M and still have a very small market cap. All the parts arn't clear yet, but the potential for a hard move up is there with low downside risk IMO.

What do I think? I think they will be trading much higher in a few months after they drill off an impressive resource, followed by a PEA study and some type of acquisition from the financing that greatly improves the story. The market cap would need to be in the $20M area IMO

Checkmate28 JMHO