Thanks, Pauldola, for another reasoned and logical post. People...

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Prime1

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30/10/14

09:48

Post #: 14205405
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Originally posted by Pauldola ↑

Hi justobserving,
That is true depending how you look at the statement.

The same is of iron ore, oil etc etc. A big factor for me personally is a possible shift in supply chain within the traditional graphite market.
The reported environmental problems and closing/streamlining of mines within China and in particular certain regions where going off memory supply upto 45% of the current Flake Graphite market. The Chinese are also reported to use considerable acid leaching processes on its low grade graphite.

If you trace a supply structure for companies such as Tesla you will find its Graphite within their batteries is of Chinese origin home of the Graphite rain, imo the environmentalists would love to protest about controversial raw material sources.
Just because theres X amount of Graphite available to mine in the world, It will not necessarily lead to sound economics, possibly causing detrimental effect on pricing. Graphite specs varies broadly and what one client may require for particular end use will not be suitable for anothers. imo There simply cannot be such an oversupply if any, like some people are suggesting, nobody will extract the graphite if its not sold or to spec and with Triton's scoping study due very soon will put us in a clearer picture of fob costs.
Even if fob costs turned out to be 30-40-50-60-70% larger in estimation than Syrah, the economics still involved, would leave huge potential and competitivity on Graphite alone.
Add V2o5 into the economics of the project and I'd leave people to interpret the potential figures themselves.
The re-carburiser potential market that Syr have presented is a huge eye opener. EV markets and grid/home power storage also worth researching, with Lithium Ion seemingly very dominant within this sector.
Ultimately the angle of Triton's entrance into the graphite market lies in the hands of Brad Boyle. Imo he has run a very tight ship so far and not disappointed or under delivered to date. Myself personally I feel this could be Mr Boyles time to shine further, and have felt the same sentiment from others considerably closer to him than me.

Please don't use my sentiment to make decisions, ultimately as always dyor and work out risk vs reward. Protect your capital. I'm fortunate to be sitting well in profit at present and may have more leeway than many others who are invested in triton.
I have investments in 3 other sectors at present but none are presenting the same fundamentals that I interpret from Triton's current position.
I may be wrong I may be right but I hope In my posting I can give enough information and market interpretation to help people make their own investment decisions

atb

Pauldola.

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Thanks, Pauldola, for another reasoned and logical post. People may not always agree with everything Paul says, but there can be no dispute that his contributions are raising the standard of discussion on graphite forums. Always interesting and challenging reading.

Cheers, Prime1

TON Price at posting: 31.0¢ Sentiment: None Disclosure: Not Held
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