Ann: Triton Corporate Presentation, page-46

Well @jackarooz there's a lot of said in the GMP Brokers Report" that doesn't quite "gel" with "said in the Presentation".
Is it agreed that both the Brk Report and the Presentation will both be given to prospective Financiers?
That attendees at Presentations woud/should be aware also of the GMP Brokers Report in their briefings/research ?
That the info in BOTH of them is your "now" ? Both of them establish the TON position points for moving forward ?

Past Plans are now superseded,these two recent Announcements are giving the Forward Planning.

Agree? well I suggest they both get hard copied and compared. Especially on Capital Requirements Now to Mid 2016.
GMP Broker Report has more "depth";more "facts" of proposed cash flow and size /production of 2017.
GMP Broker Report "explains" more the YTXG UP TO 100kts Offtake [yes yes it'll 'probably' be more than 100kts in 2020] but apparently 2017 it's about 60kts.

jack, aware you are having problems with your eye and close,comparative reading of reports would be difficult for you but Jack, prospective Big Boy Investors and Institutions would be reading the Brokers Report as more "Authorative" than a Power Point Slide Presentation [or a BRR interview].
Jack it's the Broker Report that will raise questions at the AGM from the floor, raise queries at any meetings etc.

As an Example I'd ask something like this-

The Scoping Study provided estimate Cost/Tonne of 200kts Production of xyz [$2/300 tonne whatever]
However 2017 Production Nicanda Hill is now forecast as 50kts down from 200
What is the estimated Cost/tonne FOB China now for this lesser Tonnage?

something like that
You do agree that the cut back on Production will have some effect on Cost/Tonne current estimate, higher right?
Yes yes the DFS will cover it but Jack DFS not due to March.
Think Mr Market will "accept" that or is the Low Cost claim that countered Falling Graphite Prices fallen a bit 'flat' NOW Ton is doing 50kts not 200kts ?
Yes Jack it's 50kts 2017 at Nicanda and 35kts at Ancuabe for 80kts 2017 production.
According to the Broker Report that is. Bit glossed over,opaque in the Presso and Interview.

Jack the established Financial Model of the Scoping Study has to be Moved On from, dismissed.
That critical, strategic FRA research is "changed" and all a Pilgrim is left with is the Chart
bit of a worry, hey?


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