It's a 100mil tonnes of over 150ums for First Production Maybe in 2017.
100kts is a pretty big ask against current demand and forecast.
ALL expanded Graphite Use now is 100kts TOPS.
Steve Riddle os Asbury would put it at 40kts,
Mind you this even 100kts Now is for ALL producers.
So it is considered that perhaps/ probably TON is looking to be supplying 60/8okts 2017/20
OPTOmistically.
The current Chinese Private Company is doing what now?
Did I see 39 Tonnes googled up ? yes just 39 no kt bit/
Do you follow, @sasimon?
It's seen by the Market as Over Promised likely to be Under Delivered.
Cruel, Just Cruel be the Share Market.
TON Price at posting:
34.5¢ Sentiment: Hold Disclosure: Not Held
