conference notes

Here is my dot point summary of Peters presentation
# Lithium ,cobalt and graphite prices have spiked but will stay at these prices due to demand from mainly china.
# Graphite up 25% last month.
# Chinas EV's will drive battery demand and the consensus being we are underestimating the demand.
# Chinas graphite production will not increase at home due to environmental constraints so they will import.
# moz gov't are tell ing triton to hurry up with the mine and are asking what can they do to help speed up the process.
# more offtakes being sought and considered at present.
# Nicanda Hill comes into play with increased demand and will probably be developed with a JV.
# 800 per tonne profit margin. (due to better DFS because of sustainable graphite prices)
# 2 year payback period.
# expandable graphite still the focus.
# DFS timeline still on track.
# Extremely confident MOU's will be converted to binding
# Very pleased about the financing said this was hard to achieve for graphite companies at pre DFS stage.
# mentioned new analyst and 26 cents per share recommendation.
# highlighted how exceptional Ancuabe graphite is
# highlighted we have the largest graphite resource in the world
# highlighted our market cap to peers and the absurd disparity.