As I've stated previously....I don't think there is a race..and why should there be? 2 different companies with 2 different types of resources.
The only race if there is one is the one they set themselves. MNS, you could say, compared to others has an aggressive time line and achieved a lot in a short space of time. The board have performance option riding on the time line.
I'm pretty certain that most of the other G plays were somewhat surprised that the binding offtake was signed. I recall the head guy at TLG at the Shaws graphite conference earlier this year answering very confidently that the MOU's MNS has would not get converted.
Look...I don't know what all the fuss is about. It's just a thread title and doesn't mean anything in the grand scheme of things so stop worrying about it. Go spend Xmas with the family and come back in the new year when the next cog has turned.
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