I agree with you Jaded on the oversupply front.
But you realise TON are nowhere near putting out any kind of feasibility study yet?
Where does it say anywhere in their reports, that they are trying to shift even 80kt / year?
They have so much graphite, of a variety of flake sizes, they could mine to order more or less.
I don't see why you keep going on about Super Pits, when TON haven't even nailed down exactly what they have, nor how they intend to market it and to whom.
Maybe I have it all wrong.
Ann. out - Exception high grade intersection, page-63
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