Matt. Thanks for your thoughts. I'll try to be nice coz it seems you're one of the few willing to speak to me.
I don't think this going under proved your theory correct about the YXGC offtake being a sham. They would have taken the large flake if Nicanda Hill had any imo. Although i agree with your analysis on the size of YX - i had a different theory that I never posted on HC.
The YXGC offtake was a front to actually supply graphite into the European markets direct from Moz. Direct import of graphite would have been via another front company that is Ukranian based - who in turn supplies graphite to Russia on first refusal basis - with any excess supplied direct into EMEA markets.
What people needed to do to uncover this 'theory' was understand what 'TWG Graphite' is. Not TMG. TWG.
