Yeh I reckon they are waiting for Mozambique mining department to approve acquisition of grafex 20% stake and then they will pounce. But then again a way to get it cheaper will be for raider to buy part of nh and then make an offer for the rest.
Given known strategy for China to be buying up critical resources worldwide and strong Chinese demand for graphite and vanadium, and huge ev car growth plans, ton with large flake anucabe and largest battery grade graphite and vanadium deposit, ton just becoming bleedingly obvious Chinese target. All the Chinese offtakes, epc contracts and debt financing making this more obvious imho. And of course who is our major Chinese investor and board members!
Read the tea leaves!
Ann: MCC Submits Ancuabe's Second Competitive EPC Tender, page-49
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