ddzx if China offtakes are no longer considered ideal, then has 200kts super pit production also been reconsidered? Only China offtakes "supported" that proposition especially the MNS proposition of selling raw not value added.
ddzx what do YOU consider a "fair" Market Cap for a say 60kts Graphite Producer ? or do you still think MNS will be able to super pit 200kts+ produce 2018/2020 to only the RoW using debt finance for $300mil Capex?
ddzx if China offtakes are no longer considered ideal, then has...
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