Who cares about the SEZ. It's worth less than the paper that it was printed on if there is no graphite coming out of the ground (either from MNS or anyone else).
Unless there is any update from MNS or any player in Tanzania regarding their mining operations wrt agreement with Mining Commission, discussion on Tanzania is pointless.
The market is saying exactly the same....so Frank, unless there is some progress in Tanzania by end of June/July, expect the price drop into the 20s
Ann: Tanzanian Update on Nachu Graphite Project, page-222
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