Ann: Ancuabe Product Marketing Update, page-32

Very interesting developments

Tests in our laboratory on the TMG material performed well beyond our highest expectations and we feel TMG is ideally suited to support and build our diverse range of expandable graphite products.

YXGC have four of their own Graphite mines but it doesn’t take an expert to work out that Triton’s Large Flake Graphite is “Far Superior” to what they are currently producing.
YXGC supply materials for some of the world’s most distinguished electronic and technology companies.

Heat sink for cooling smartphones for the likes of Apple Samsung Huawei?

YXGC products are distributed throughout China and exported to more than 20 countries around the world.

European consumers have requested “Further” round of testing.
One can ask the question to whom is supplying them now ? YXGC ?
Timcal have closed down their own mines in Namibia Canada
YXGC closed loop supply ?

From the original off-take YXGC binding agreement for
100,000 tonnes of Graphite

Are we looking at YXGC to take up all of the existing production from Ancuabe?
It certainly reads this way to me

Got a warm feeling that Triton are now in Pole position and the rest will have to form an orderly position behind