wish u would stop about nacanda hill its gone we dont have it...

First 3 Last

Share
Profile

Follow
Haggler2

420 Posts.

78

30/12/23

09:24

Post #: 71666119
Share

Originally posted by psycho9: ↑

Hi Gazwins.

What Ive noticed in 2023 is that Triton don't deal in bs, well not the new Ton anyway.

Adrian Costellos last Couple of Marker Herald items were interesting from the standpoint of giving a clear idea of what Ton thought of the coming graphite fundamentals, 5 fold graphite basket price increase etc etc.as well as the forward progress of Ton.

NH ?

Well nothing so far but they r still pursuing NH. So as a couple of U guys have said its still not out of the question, NH may come back in some form or another.

No much has been said about the vanadium becos U really need to look at the coming market fundamentals with the container size redox batteries being installed worldwide.

Same with graphite but we all know that graphite is Lithiums little sibling. Not for long imo. Sir is good indicator here.

And on that point I always find the proximity of Syrs Balama and NH fascinating. Just that very early in the Mozambique graphite story Sir dint have the vanadium foresight Ton had. hence Ton previous sp of 60c from Ton reports a while back.

As renewables accelerate for grid supply, so will redox batteries hence the acceleration of vanadium demand in the next 5 to 10 years. NH, if it comes back, will realign to this fundamental market timing for vanadium.

Imo vanadium will, within the next 5 years become a major part of Triton as long as the litigation is sorted In Mozambique.

So we have not only more graphite demand for EVs but also the rather large demand for it for Redox batteries. a quick Wiki search tells volumes in this regard.

Chinese money will have a big say in Mozambique in the coming decade, if it hasn't already, with a fledgling graphite project not far from Ancuabe as reported in the Ton annmnts

The widening influence/control of the Chinese is no better illustrated with the recent Chinese implementation of the renewables and rare earths permits and the resultant coming renewables ommodities. Basically the Chinese now have the world demand economy by the balls with everyone else desperately trying to catch up. All we can do is follow along buying Chinese and Sth East Asias ever increasing products of quality. Take for instance the impressive Samsung OLED Tvs, Made in Vietnam , right next to China.China is so stretched with other production commitments that they r offloading to their satellite neighbours.

In fact we had Biden and Albanese meeting with Xi to sort out some form of resolution or.moderation of the permits.

Noting ventured nothing gained.

Up until then the US/ Chine relationshiship was frosty tstl.

Out of the blue comes this/these meetings. This is how influential renewables will become in the coming 5 to 10 years.

Nothing happening re Triton ?

Well there certainly is in terms of basic infrastructure at Ancuabe.

Triton cash burn has been minimal with only the above really happening and the necessary corporate stuff.

Imo developments will happen with Triton but only in a lead time response to the graphite and vanadium (?)

Some interesting little positive notes in some of the pure vanadium lays out there too.

I can only agree with Ur new year forward thinking on Ton Gazwins .

p9

Expand

wish u would stop about nacanda hill its gone we dont have it leave it out of the equation stop giving false hope we only can focus on wat we have and stop upramping im getting a headache from your crap sounds like you have an agenda

TON Price at posting: 2.3¢ Sentiment: Hold Disclosure: Held
3 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 15 more messages in this thread...

First 3 Last

Add TON (ASX) to my watchlist

(20min delay)
Last 1.2¢		Change -0.002(14.3%)		Mkt cap ! $18.73M

Open	High	Low	Value	Volume
1.2¢	1.2¢	1.2¢	$420	35.03K

Buyers (Bids)

No.	Vol.	Price($)
2	145890	1.2¢

Sellers (Offers)

Price($)	Vol.	No.
1.3¢	100000	1

View Market Depth

No.	Vol.	Price($)
2	145890	0.012
8	1651468	0.011
5	767284	0.010
2	211105	0.009
4	512500	0.008

Price($)	Vol.	No.
0.013	100000	1
0.014	247992	3
0.015	190000	2
0.016	299875	1
0.017	153846	1

Last trade - 15.00pm 29/05/2024 (20 minute delay)


Last 1.2¢		Change -0.002 ( 7.69 %)
Open	High	Low	Volume
1.2¢	1.2¢	1.2¢	83000
Last updated 13.36pm 29/05/2024 ?

TON (ASX) Chart

wish u would stop about nacanda hill its gone we dont have it...

Featured News

Daily ASX Market Close: BHP Anglo American proposal update - May 29, 2024

De Grey raises $600M to progress work at WA's Hemi Gold Project

ASX200 sells off as CPI inflation hotter than expected at 3.6%. Are we over-reacting?

Oar Minerals see shares rise 33% on news of massive Brazilian land increase

Chris Judd and Hashan De Silva on CT scans done standing up

Buyers (Bids)

Sellers (Offers)

Featured News

wish u would stop about nacanda hill its gone we dont have it...

Featured News

Top Stories

Daily ASX Market Close: BHP Anglo American proposal update - May 29, 2024

De Grey raises $600M to progress work at WA's Hemi Gold Project

ASX200 sells off as CPI inflation hotter than expected at 3.6%. Are we over-reacting?

Oar Minerals see shares rise 33% on news of massive Brazilian land increase

Chris Judd and Hashan De Silva on CT scans done standing up

Buyers (Bids)

Sellers (Offers)

Featured News