MC still just $12m and they'll likely have a top 5 graphite deposit, in Australia close to infrastructure. The only thing that might have got in the way was The Voice.
Graphite is only going to go up mid-longer term.
The horse hasn't bolted on this yet.
https://www.reuters.com/world/china/china-require-export-permits-some-graphite-products-dec-1-2023-10-20/
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