Forget China and the perceived reason for the dropoff in...

Forget China and the perceived reason for the dropoff in production.

If your reliance on a large uptake of graphite is due to slowdown of China production then it would be wise to stop now.

You possibly have inherited what I call the fools bubble persona, perceived or otherwise, glistering your teeth over the object of obsession to grandeur proportions is not healthy for your soul, you become an overnight religious cult like sapien, influenced by your own 5th grade research, which is lacking in both quality and substance, so your perspective albeit tolerable for most, has been tarnished by the underlying issue being a) your inability to think for oneself without regurgitating poorly constructed Google like blogs written by second year paper pushers, and b) Please refer to a).

Yes, Graphite has a future, however one must evaluate, dissect and understand the overall market in both structure and potential growth, size and headroom rather than rely upon bubble like speeches provided by the johnny come lately light brigade.

The graph market, albeit in a transitional and potential growth phase, is still and will only able to feed very few and kill many "explorers", and producers, and the wanna be's, due to its minnow size, fickle underground buyer/ seller relationships, unreliable spot or traditional market price guide, so one must be careful to choose their investment target, coz in the end, the bubble will bite back.

Is TON one that makes it?

Jury's out.