Hi Gareth,
Comparing the resource of both companies is difficult I find.
Reality is that the JORC is what matters to potential investors, and to that end SER are currenty in the process of increasing theirs.
Aside of that Focus 'think' they have twice as much as their JORC and SER 'think' they have 25-150M tonnes.
I'm not convinced size of resource above economic scale is going to matter greatly. The rate of production, quality of product and off-take agreement is to my mind key to value.
I look forward to hearing about how SER will resume production. It is imho a good time to be involved with graphite.
regards
Pixby
focus metals presentation., page-3
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