Gap UP again and Punch thru 10c ?, page-44

Not quite sure I agree, Ikazo. SYR have a main focus on refractory market and a 35% potential focus on battery feedstock. MNS is battery feedstock and expandable markets. I question whether either is mimicking the other. All irrelevant anyway as this is VRC

If graphite were sold like any other commodity on spot markets, and all graphite was homogenous, then I'd be invested in all Tanzanian plays. But the industry is end user specific. No end user, no production. That is why looking at the finer details of the deposit and product is critical to figure out which companies will progress and which won't.

All the best mate