Ann: Triton Enters Into Graphite Enhanced-Product JVs, page-97

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adamgus

1,100 Posts.

15/05/15

07:08

Post #: 15284158
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Originally posted by Rat1973 ↑

I read that the JV establishment is binding, but what does that really mean????

Some questions:

1. I take this to be over and above the existing 100ktpa offtake, which will be processed in YXGC's existing factories?

2. Costs split according to JV contract. OK TON providing the raw material, at what price? How does this raw material cost fall into the JV structure? Is there some form of guarantee on the 160ktpa from YXGC? How's YXGC Intellectual Property to be passed over to the JV, and at what cost???

3. What are processing costs indicatively? What are capex costs, at least indicative?

4. Where are details of the draft bill re expandable graphite in insulation being discussed??? To me that sounds like the crux of future growth prospects, but where are some details?

5. 160ktpa of over 150ums would require about 4/500kt additional production. Is this feasible?

6. What is the YXGC business model / customer base / strategy / market growth??? How can we form a view on this JV if we have no idea who they are? I'm sorry the information listed in the announcement just doesn't cut it.

A lot of questions. No wonder people are a little confused. A LOT of potential, but just cannot calculate it at this stage....

I wish BB would get some Financing lined up, then come home and spend some time behind his desk for a while. I hope he's not getting deal fever.

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Hi rat and other holders I find it interesting that for every announcement you guys seem to want an entire 5 year business plan.

if you don't know anything about the company we have joined with then at least goto theit website.

http://www.xc-graphite.com/aboutus.htm

The company occupied a area of 48,000 m2 garden works of green cleaning circumstance and has 4 graphite mines with large reserves (the proved reserves is 60,000,000 tons), high grade, shallow buried, large flake and easily mined.

TON Price at posting: 38.5¢ Sentiment: Buy Disclosure: Held
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