In relation to the note put out by Blue Ocean equities on MNs if the relocation of locals does become a critical path item, there could be huge delays allowing VRc to gain ground on Mns in terms of optimisation and western offtakes. Mns holders need to realise that they do not necessarily have the holy grail that is guaranteed to dominate the graphite space and that VRc is positioning itself to challenge for top dog status in Tanzania.
Ann: Plus 99% TGC Flake Graphite Confirmed Across 3 Key Deposits-VRC.AX, page-104
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