I compare KNL with all graphite miners and prospective miners, particularly those based in Tanzania.
It’s probably no longer appropriate to compare KNL with the “other one”, as it has become apparent that the “other one” is very unlikely to ever develop their graphite project. And in the battery technology space, I see a lot more upside potential in UTR than in MNS.
The only other graphite plays that IMO I consider potentially investment worthy are BAT and RNU.
in spite of Andrew Spinks..., page-39
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