Will,
Your wrong on almost every point.
MNM are in the same tech space but ESI are now in a position to sign deals - whilst MNM are not.
Keep it simple. ESI have proven tech and coal security. MNM dont...have either....fact.
btw...all the "testing" you refer to is being done on LV coal. You got that wrong and the rest wrong too....bit more research before posting?