Hi Matt,
China has dominated the market for a while. China has market. China has technology. MNS visited China and met large graphite end users. The message from them is clear and simple. They are not interested in fine flake graphite. They want quality large and jumbo flake graphite in mass right now.
It is very funny that there are so many tabloid reporters in the forum. They keep saying implicitly or explicitly that our MOU's will fall off the ground. Now I do understand how tabloid journalists make a living talking rubbish like import substitution. People are exactly like horses. We can't force them to drink water.
Luckily we are now in the homestretch.
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