We are witnessing a paradigm shift to Tanzania and I agree this will mean bad news for Mozambique graphite stocks. My call is we are about to see big money Switching into VRC and MNS and selling out of Syr and their neighbors. The big name broking houses have all been positioning into Mns over the last month or two.
IMHO VRC is about to get one all mighty re rate, as we saw on Friday there was a lot of FOMO and that will only increase in coming weeks.
VRC is the best leverage graphite play by a country mile and can't be ignored any longer.
GLTA
JM
VRC Price at posting:
4.5¢ Sentiment: Buy Disclosure: Held
