We are 100% on the same page here. GEM have principally gone for volume over quality giving MUS a chance to stand out. To achieve their true long term value MUS must establish a reputation as the quality producer - after all MUS is not selling toilet paper, they are selling a high end fashion item where image is often more important than reality.
I also agree the graphite could be far larger than the rubies. Unlike nearly every other graphite junior we have a credible way of raising the money to fund the capex. As crazy as graphite and rubies are as a pair, they could be one of those combinations that allow MUS to grow to a billion dollar company.
MUS Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held
