Ann: Triton Corporate Presentation, page-27

I would think that the DFS will be delayed from Dec till approx Feb to include Ancuabe and P66 zone as it greatly increases the profitably of the whole project and saves a few $100k in dollars. Think BB has hinted at this is the recent bbr reports. It will also help to hook in investment as the project will pay back quicker and look more attractive.

If this is the case 2/3 more months although painful isn't the worst thing for Triton in the long run.

This delay however will not stop a revenue stream from the JV factory in China and possible production revenue from JV with GK in Ancuabe.

Still a billion dollar company long term this one.

CM