Take a look at the mns thread, page-2

Wow, bad day for MNS (-4.85%), ORR (-34%), KNL (-22%) and probably more.  ORR are one of the few who has made an announcement about the proposed changes in Tanzania and they are getting punished for it. See this excerpt:

This is the kind of market where the honest companies take a penalty and this is why HXG is trading at a discount under Mike's honest announcements. They know the figures in the PFS will improve.

Who knows how many small miners will make it to market? Graphite supply issues are vastly underestimated and China's government monopoly and export surcharges will make this an interesting space in the next 3-5 years.