DFS delay - pros and cons, page-83

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TOTAL1820

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22/10/15

08:52

Post #: 16226581
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Originally posted by Rat1973 ↑

Jaded, you are intentionally stirring the pot AGAIN. Some comments:
- there never has been a company announcement detailing 300k production in 2017 so stop misleading people
- of course Triton cannot and will not be commenting on cost of production until DFS. Your point about lowering production thereby losing economies is obvious, but you neglect to mention that as the resource is upgraded with larger flake distribution at higher grade they don't need as much throughput to get same end quantity, hence resource quality economies of scale (but you neglect to mention that)
- any business pulling together a business case to Investment Committee / Bank whatever has to have a detailed business case must provide assumptions on underlying drivers and sell the message for approval. The approval process is subject to decision risk, in this case Funding approval. In this light it is no different to any other capital budgeting decision in any corporate enterprise. Everyone with two cents to run together knows there is funding risk.

Triton has been more transparent than the overwhelming majority of players on ASX. I know you, and anyone been around here for a while knows you're raising pointless questions at the moment, largely because you know all too well they cannot be answered. Yet you constantly focus on the unknown commercial answers for some reason....wonder why???

Now, stepping back I do agree with some of the more macro issues in graphite you raise - such as whether the Chinese providing funding for rest of world off takes. These are interesting issues that apply to the majority of plays. This is why I like tritons strategy - getting 2016 cash flow from a small initial outlay opens the door to a plethora of cash flow lenders for the bigger picture. This is a real issue that needs discussing - alternate funding strategies.....

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rat1973 -I totally agree with you what you said about JADED, why does he bother? just to stir the pot!!

TON Price at posting: 21.0¢ Sentiment: Buy Disclosure: Held
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DFS delay - pros and cons, page-83

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