The Moz presentation looks fantastic I'm still maintaining this is the best leverage graphite play on ASX.
I honestly believe we are seeing a better version of MNS unfolding here.
Larger Resource
larger Flake size
Better location to infrastructure
And now that we have Stephen, better management
Don't get me wrong MNS and MOZ both have an edge over the market because of the jumbo coarse flake they can produce. Noone in the market can produce flake size like MOZ and MNS.
The graphite is also very clean with no impurities like uranium and vanadium that our friends in Mozambique have to deal with .
So in Summary both MOZ and MNS are in the box seat to supply the lithium ION battery boom. MOZ has the better project but MNS have the first mover advantage. Expect MOZ to catch up quickly on fronts including Market Cap !
The Moz presentation looks fantastic I'm still maintaining this...
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