Looking forwards and backwards, Triton is in a very unique...

Looking forwards and backwards, Triton is in a very unique position.

4 major deals come to mind in the graphite space in the last month
- SVM $40.4 million investment from Rio
- EGR POSCO agreement
- EV1 / BTR $4.9 million at .22 c
- SYR Samsung

Our chinese 30% shareholder made their move earlier by $5million cash injection, with Chairman Rod Zhang now on the payroll. Commented Nov 22 "Yulong is very bullish on graphites long term prospects as the world looks to a decarbonised future"

Fin review Aug 15 2023 Syrah Resources article clearly identifying that there is a supply glut looming at the end of the year as chinese inventories shrink.

With the mining concession being granted for Cobra Plains (announcement pending) I can't help but think the chinese have positioned themselves to make a larger move.

I also ask myself when would that move happen? From a cost perspective going earlier would be the obvious move. I would hate think what the price would do if MITSUI or Tesla knocked on the door for an off take out of Ancuabe. I believe the revised DFS plant numbers had 70,000 tonnes of which we only have locked up 10,000 with xingcheng.

As I mentioned earlier, a very unique position to be in especially with a Mining concession on Cobra Plains. Imagine if the Big Hill comes back. If they got one.................

not investment advice DYOR Etc.......