Bailey241, i also doubt MNS will become a producer without signing up a customer. The other question is whether a single customer will want the entirety of their planned production. Certainly based on the current global demand (47,000tpa), even taking into account the growth expected in the coming 3-5 years, it seems unlikely.
But our spherical JV will no doubt be built with expanding production in mind, so it'll have room to process additional ore, and if it is as good as they claim, we'll sell it, after we mark it up! Ha.
Initially i dismissed the TanzGraphite TM, and i'm happy to say i was wrong. It is incredibly important!
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MNS has completed their RAP. Where is ours?, page-9
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