I have lifted this info from SYRAH and wonder how much of it...

I have lifted this info from SYRAH and wonder how much of it could apply to MOZ. Anyone care to comment?

http://www.asx.com.au/asx/research/company.do#!/SYR


Highlights:
 Syrah has completed an Internal Economic Assessment (IEA) on the economics of the world’s
largest Coated Spherical Graphite Facility in the United States
 Feedback from major electric vehicle and battery producers have indicated strong demand for
and confirmed the superior performance of Balama coated spherical graphite
 Initial capital expenditure of approximately US$80 million
 Annual pre-tax project free cash flows of US$104 million
 Annual production of 25,000 tonnes of coated spherical graphite and 25,000 tonnes of
recarburiser by-product
 Average annual cash operating costs of US$3,200 per tonne free on board for coated spherical
graphite (excluding recarburiser by-product credits)
 A major anode producer has forecast spherical graphite demand to increase at a compound
annual growth rate of 26% from 2014 to 2020, to reach 133,000 tonnes per annum by 2020
 Appointment of a Chief Technology Advisor to assist with the implementation of Syrah’s strategy
to produce coated spherical graphite for lithium ion battery applications

I have a spec holding in MOZ and the hold designation will remain but change to buy if I see real progress. Anyone know what the infrastructure is like in that region and what the experience of current Directors and geologists are?