Interested to know if you (and Grigor) have modified your outlooks
Are you sure you are not talking to one in the same ?
Afterall spid had his hands on that Grigor "Report" suspiciously quickly. From memory he posted it the Monday after it was published on the Friday or something similar.
MT must be a rather smart fraudster if he can string along a conglomerate like Mitsui using anodised graphite from a mine other than Talga's which is what he would have to do if spid is to be proven correct.
And all of those MOUs must have also been signed on the basis of non TLG product.
Where is all this leading ?
One of the greatest corporate frauds since the legendary Great Salad Oil Swindle
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