I have the gist on MNS, dz. It wants to supply Only High Tech...

I have the gist on MNS, dz. It wants to supply Only High Tech end users and ignore the traditional end users.
Weren't it's China Offtakes with just such a high tech end user(s) weren't sinosteel/sinoma big in batteries requiring large/jumbo flake that was unavailable on the chinese market? Wasn't the idea that the Chinese would maintain their dominance, their exclusive spherical manufacture using mns jumbo?
What now has all that proved to be piffle ? Were these "rigid and outdated" assumptions you ddzx made?

anyhow not going to open a MNS front for being abused. IMO MNS will not be super pit producing 2018/2020.
will have difficulty getting 50kts total offtakes out of the rest of world this year and thus will have a MC rerating down. It's Fundamental.