This is now real - Triton will become a graphite producer, page-185

https://www.researchcosmos.com/repo...graphite-market-research-report-2018/35064932

The Global Expandable Graphite market size is expected to reach the USD $ 28.00 Billion, with a CAGR of 4.2% during the forecast period 2022.

The move to rectify existing fire hazards & also future proof new buildings & developments will see the expandable graphite market rapidly grow.

I don't think its a positive for TON as much as there are positives we aren't SYR.

Apart from being extremely different raw products targeting completely different markets there is a poetic beauty to Triton only just now looking to secure financing.

The lead time of 18 months construction of Ancuabe & change is time well spent. Letting the expandable graphite market mature is certainly not against Tritons interest despite the evident demand currently for Ancuabe's large flake graphite.

Triton has a market ready to receive & apply large flake graphite right now as opposed to battery space.

Not only will having Jinan Hi-Tech as our majority shareholder provide added insurance to our off-takes..They give Triton avenues to capital for cash flow & further investment.

The interview last month with Peter Cantabury strongly suggested that Jinan had plans for remaining production not yet locked by off-takes.

There was also hint of further investment JV of possibly around processing of graphite?

That could mean if China is trying to control graphite prices & finished product Triton my have the opportunity to seek buyers from US, Europe & middle east.

Not all graphite has to be processed in China & is probably another step towards balancing the market rather than China holding too many of the chess pieces.