Hi nl,
My personal feeling is that a potential avenue for Ton to get into production and or revenue near term would be to JV in some form, a deal with GK to utilise their plant and literally start trenching ore to the plant.
To me a drill programme may be very time consuming and I'm sure relevant contracts could be worded pending further resource definition/security of supply etc.
What better place to also pilot test than using a refurbished mine on your doorstep?
GK/AMG will want to deal as I believe their remaining ore is of only 5% tgc.
Simplistic thought is often the best I find. I wouldn't think any deal with GK would upset further dialect with other potential clients.
I personally believe the next 6 months or so are potentially going to be rewarding/changing for Ton.
I spend a lot of my time developing individual and group relationships and personal opinion in Graphite and Triton. It is quite clear to me, that the clients/end users that I have repeatedly stated would be preferred have not yet seemed to make their move and or confirm their security of supply and supply chain. I do anticipate progressive developments soon enough once relationships are built and again simply that is why I hold here.
Cheers
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