@wazbee, mate you're treading that KL path again of mysterious...

@wazbee, mate you're treading that KL path again of mysterious sources garnered by deep research.
Playing the Tesla card now ?
Wazbee every listeD AND UNLISTED Graphite Company selling Natural Flake and Synthetic currently or by 2017. Every research Institute University whatever is offering proposals for alternatives to the Li-Ion Battery and for what ?
A probable 50kts of Spherical Graphite that will highly probably be made 50/50 Flake/Spherical so about 60kts of Flake involved. This 60 kts of Flake Natural Graphite is then "earmarked" as proposed to be domestically sourced from "several" Nth American suppliers. Why? because the GigaFactory has been largely financed by US Federal and State Gov'ts and they the US are real big on Homeland Security and Strategic and Critical Materials being Domestically Sourced.

wazbee they, the US particularly aren't keen on relying on Dragon involvement in the GigaFactory/Energy Storage New Industry. All the "stuff" about Green credentials etc etc.

Anyhow also I would have thought that Dragon SinoSteel, the huge current EV etc Battery Maker that you touted here for years would have been thinking of Supply thru Panasonic into Tesla themselves.
That or Supply Control denying them[giga] the "best" and thus Dragon does Superior, World's Best instead of knock off copy! Refer again that Giga is only/probably 60kts of Jumbo whatever.


Wouldn't it be reasonable to assume the Worlds Leading Current Battery Component Maker SinoSteel would have been eyeing a 'chop' ?
What? Are you expecting Sino/Sinoma to Capex Finance 90% of a Plant that also supplies it's Export Customers, particularly it's Battery main Competitor?

Alternatively are you thinking that Tesla Financiers are going to kick in to finance a 180kts Dragon Operation? Pay the Dragon for the Plant and Equipment all China Sourced, Installed, Got Operational, and I think with a lot of Chinese Technical Staff? Not much US Nth American Economic benefit involved there,hey?

No wazbee apparently the Tesla Contracts for Graphite Supply are imminent for release. BUT if MNS management IS on the very short list to get the "gig" and that's leaked ? well they probably blew it. Couldn't keep Commercial Confidentiality whatever.

Besides Wazbee the Lithium Contracts didn't Rocket the 2 companies 50% on News or in the 3/4 weeks since. In fact the Lithium Contracts were highly controversial for how they cut the price way below current prices.

Anyhow best IMO wazbee you don't start up with this rah rah Tesla Contract spiel . Yeah yeah it's "amusing" starting rumours, being enthusiastic for your share, getting thumbs, Rah Rah but really it's just a Joke to try and get new or old investors to buy and hold.

Joke in the Qld slang sense of corrupt

Put up the FACTS, credibility for your 'claims' or are they unsubstantiated ?
offline this morning so can't multi post on this issue.
cheers.