I tell you what, how about you take a short position and I'll continue to take a long position and we'll see whose position works out best??
Am I correct in saying that you're a holder of MNS? How many binding OTAs agreements do they have again? How's that cash flow situation? How exactly do they intend to fund their CAPEX? And, if KNL's graphite isn't of a superior quality or at least an acceptable quality, why haven't our off-take customers signed OTAs with MNS instead? Perhaps I should invest in a company with an inflated MCAP and still so many outstanding issues of its own.
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