Some interesting info.
Credit Suisse observes Syrah Resources appears to have priced in the emergence of a large scale commercial resource, which is assumed to add materially to global graphite production. The broker's analysis of the Triton Minerals ((TON)) resource statement does not support this conclusion.
The broker considers Syrah's Balama is a materially better resource while Triton's Nacanda Hill does not yet appear commercial.
Credit Suisse Analysis TON
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