Management - The ABC of TON, page-5

Hi @Bailey241 – Thanks and I try to do my best. To be honest with you, I am not too sure about it, and yes, of course, past performance is not a guarantee of future performance.

Nevertheless, many investors like to look at past record, and I definitely do. I was mainly impressed by AJ’s involvement in identifying a possible investment opportunity very early and being much ahead of the game, and familiarity with the takeover concept that could definitely apply to TON at some point in future. Your questions are very valid though and maybe past investors of EXT who are also investors of TON might be able to answer them better

Hi @saverio - @Pauldola is the 1st guy I’d listen to all things on Ancuabe since he has done some top class research on that.

I did some analysis on the AMG presentation that Paul linked recently
http://hotcopper.com.au/threads/amg-the-critical-minerals-company.2556880/page-28?post_id=15682608

I discussed Ancuabe there in point 18. The old article mentioned estimated reserve of 1Mt. In any case, I’m just waiting and seeing what happens. Yeah, it could be great for the SP with both top grade and jumbo flake.

It is important to note that recent Industrial Minerals article which gave TON a great rating, gave it solely on the basis of Nicanda, like I discussed sometime back.
http://hotcopper.com.au/threads/ass...-credentials.2560732/page-26?post_id=15709668
So we've already got great fundamentals even without Ancuabe

Hi @king louie – Yeah, like you, I too have been very impressed with management. Just thought I’d come up with a write up, like I said I would do last week.

I also note KL that some graphite shareholders of smaller graphite companies seem to believe that there are very serious sector issues going on. Some I believe are even thinking of abandoning graphite and moving to tech, etc. (As a long termer, I for one am glad I’m into graphite rather than tech which IMO is one of the biggest bubbles of our time right now - a bubble that of course can get bigger before it inevitably bursts very badly).

I can understand the apprehension of investors of smaller graphite companies as TON, the elephant in the room seems to be moving from strength to strength as noted in the IM article. I've clearly explained in my analysis of the IM article, how we could have gotten an even better rating.

Anyway, like I’ve said many times, I hope everyone does their thorough research. I definitely won't claim to be any graphite expert – am only just sharing my GIRO (graphite inexperienced research opinion)