As we await the next ann from MNS, we seem to prefer bickering...

As we await the next ann from MNS, we seem to prefer bickering about the pros and cons of our competitors in the graphite space rather than looking favourably at the big picture. Each have shortcomings be it purity of product, distance from port or lack of off takes but the macro view is the burgeoning interest in the sector with profile building in the media, and large stakes being picked up by big stock players. The noise on HC that fills the vacuum in between anns and ticking the boxes on a gantt chart muffles the sound of progress that we all want to see achieved. Whilst its relevant to note the differences between the coys in the graphite sector, I personally am getting excited by the good news for our neighbour as it demonstrates the enthusiasm at the big end of town for our product.