Ann: Triton Corporate Presentation, page-52

Hi Jaded, following with interest, so a couple of questions
1. Where will the dragon get the graphite from, do you know if they have enough of the higher purity stuff that will be required if natural graphite replaces synthetic in those batteries as well as expandable graphite for the building applications. Are they likely to source it externally as part of their pollution solution.
2. If the Chinese are going to source externally would they be likely do it from a country where they are considered "influential" as opposed to one where they historically have had less influence. Eg Mozambique influential, Tanzania not so much?
3.So is TON strategy of JV, value added in partnership with Chinese expertise fitting in with your theory of Chinese wanting to monopolise value adding. If they are going to monopolise it, where better to be placed. Or do you think a "dig and ship" type strategy (eg MNS) is the way to go .
4. The Chinese may want to dominate these future markets, do the ROW want them to. Also does the ROW want to continue to be reliant on China for its existing graphite product imports.

Thx