Ann: Triton Minerals Webcast, page-47

Hi @DaLatta –

You are trying to convince yourself "So yeah, TON has not done too bad after all." based on a previous trend, a worse crash in O&G and mining, and peer analysis. - @DaLatta

Reply – No, I’m not trying to convince myself. There are pretty clear reasons why TON is grossly undervalued on every possible metric

Overview
http://hotcopper.com.au/threads/ton-overview-aug-21.2577980/?post_id=15853778

Peer imbalance - calculations
http://hotcopper.com.au/threads/peer-comparison-calculations.2600092/?post_id=16039563

Peer imbalance – how TON has done all that peers have done and much more
http://hotcopper.com.au/threads/peer-comparison-calculations.2600092/page-49?post_id=16063065

There is proper sound reasoning based on pure facts.

The reality is that you failed to recognize an end in the trend and have been caught out in the commodities collapse. - @DaLatta

Reply – No DaLatta. There is no such thing. I’ve not been caught on in any commodities collapse. And I do understand commodities far better than most people; so I don’t think I need a lecture on any commodity. But don’t take my word for it. See my analysis on even more mainstream commodities like iron and oil and also short term calls and judge for yourself.
Macro analysis links in point 6
http://hotcopper.com.au/threads/addressing-recent-concerns.2608604/page-20?post_id=16111780

Short term calls in point 2
http://hotcopper.com.au/threads/addressing-recent-concerns.2608604/page-27?post_id=16112020

In regard to peer analysis, you ignore the possibility that MNS and SYR may be grossly overvalued. - @DaLatta

I see this argument from time to time on the TON forum, but the people raising the argument surprisingly don’t raise them on the forums of the stocks which they claim are grossly overvalued. I think the arguments would have more credibility if those arguments were raised there rather than the grossly undervalued TON.

So, as long as the market allocates those values to MNS and SYR, I’m a very happy TON investor and am happy for MNS and SYR to do well too.

I just illustrated in my previous comment that the peer imbalance is beyond ludicrous, as TON has 2 of the best graphite deposits in the world, and Nicanda alone could be compared to SYR's deposit, while Ancuabe could be compared to MNS's deposit. And I've not even considered the massive benefits of vertical integration.
So yeah - very happy for SYR and MNS to do well.

You came late to graphite and have not done critical due diligence on the drilling results or resource. You got caught up in the hyped up announcements IMO and contracts that are not take or pay, or enforcable. Instead you write essays to justify your position and gain thumbs and followers. A complete waste of time and energy. - @DaLatta

Reply - You are free to ignore my comments if you believe it to be a complete waste of time and energy. I do get thumbs and followers no matter which sector I have commented on right from iron, oil, gold, property, macro and even graphite because I focus on adding value to those forums. I'd rather write an essay than a few lines of baiting on forums - so even my bearish comments on property, oil, iron, etc. received their fair share of thumbs.

I’ve already given detailed explanations on why TON is a sound investment, and my due diligence speaks for itself.

Now I’ve got a good memory and the last time you addressed me directly on TON brought a lot of luck to TON in the short term, as soon as I came out with my first analysis. Let us hope, TON has similar luck again. At the end of the day, I was right then that TON is grossly undervalued.
http://hotcopper.com.au/threads/ton...m-investments.2472069/page-8?post_id=14879072

This will be a hard lesson for you but you will no doubt learn from it - capital destruction when it could have been deployed in other uptrending "golden" sectors IMO, IMO, IMO. - DaLatta

No doubt DaLatta that it will be a hard lesson for many in the graphite sector in the year/(s) to come. Let us see for which stock.

You mention uptrending gold sectors. I also see from your comment history that you are a fellow gold bull like me. So to answer your questions, perhaps I must first show you how much I know on your favourite sector, gold
http://hotcopper.com.au/threads/gold-–-the-final-bubble.2517192/?post_id=15293903

And oh, 1-2 months back when the entire mainstream media said that gold’s fall was a crash, I immediately came out with comments saying that I do not rule out further capitulation but that was not the crash and that gold could trade within a range of 1080 to 1120. Indeed that is what exactly happened for quite sometime, as you would know.
http://hotcopper.com.au/threads/some-random-stuff.2554692/page-22?post_id=15664432

And you can check my comment history back in December when gold stocks had completely bottomed, I was praising gold at the time.

You see DaLatta. I’m already well deployed in the “uptrending” golden sector even before the trend formed.
I don’t comment much on gold because as you, a fellow gold bull would know, gold is way macro and changes on a day to day basis.
Rest assured that my funds will be well deployed in TON before TON starts "uptrending"