Please research as much as you can but to put it simply they're gonna have different target markets. GRA have a similar style resource (not size) to a SYR or TON, high overall head grade but poorer flake distribution. 49% fine/amorphous, probably best to look at similar markets as SYR (refractory?). Ex AMG CEO on the board means that existing networks are in place so I imagine looking at western end users over China route.
I know the GRA CEO mentions graphite use in batteries, but the style of deposit doesn't support a huge potential into the battery market. You may have some flake suitable for it to use with existing AMG contacts, but it won't be a large component of revenue for the company. AMG did invent spherical though so who knows what they might have up their sleeve..
MNS flake purity suits it to battery usage/expandable products, possibly fines for refractory usage but that's not a main focus. Different style deposits, different end uses.
Good luck with GRA!
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