So it appears to me that the "plot" is to Keep the YXGC offtake 'sweet' and 'risk' losing the SQ Finance and offtake by getting alternative capex Finance seemingly from the ROW[Rest of World].
Good Plan. SQ was always 'controversial' in my gero because it was NOT an end user but a distributor with never found experience in graphite specifically [same as chinlieco whatever of syr].
SQ was lined up to take the smaller than 150um Nicanda 'gear' though which Nicanda has a high percentage of.
think it's 70% @Pauldola so tonners expect the mnser brigade to come that niggle at you.
there is an argument or rather counter debate points that can be made , I could make. but your problem is that Pauldola is not available for the day shift here when the mnsers operate, the brigade with 3 posts apiece do a dozen posts on this issue and just get well, pretty irrelevant replies/one liner rah rah piffle.
Do you see the Issue tonners? All proposed Production of ALL Flake Sizes is to be accounted for in Offtakes in order for Third Parties to provide Capex Finance.
SQ was the TON dual Contender for that Offtake and Subsequent Financier. If they are given the chop, another Player must appear doing the dual deal OR two players one offtaking the medium and below production and another doing finance on an equity/debt basis.
TON's on the job, up for that, hey?
Oh The Graphite ASX Sector what a Speculation !!
I think a Buy but not held sentiment puts me out of the 3 post 'directive' Any objections?
- Forums
- ASX - By Stock
- TON
- UK Investor Meeting / Presentation Notes
UK Investor Meeting / Presentation Notes, page-26
-
- There are more pages in this discussion • 208 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TON (ASX) to my watchlist
(20min delay)
|
|||||
Last
1.1¢ |
Change
0.001(10.0%) |
Mkt cap ! $17.25M |
Open | High | Low | Value | Volume |
1.0¢ | 1.2¢ | 1.0¢ | $5.901K | 537.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 28019 | 1.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.1¢ | 495024 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 28019 | 0.010 |
6 | 1002111 | 0.009 |
5 | 10485363 | 0.008 |
4 | 795619 | 0.007 |
5 | 1216475 | 0.006 |
Price($) | Vol. | No. |
---|---|---|
0.011 | 495024 | 1 |
0.012 | 1113311 | 7 |
0.013 | 700000 | 3 |
0.014 | 1299399 | 2 |
0.015 | 1163644 | 4 |
Last trade - 16.10pm 17/10/2024 (20 minute delay) ? |
Featured News
TON (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non Executive Director
Simon Kidston
Non Executive Director
SPONSORED BY The Market Online