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clock Created with Sketch. 25/05/15
16:27
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Originally posted by jimmycro
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Ton has the largest high quality most diverse graphite deposit in the world but IMO the standout difference is the TMG advantage with its expandable graphite and the deals TON management have done with YXGC. Congrats to BB and also to Alan Jenks whose hand I can see in the formulation of the 2 joint ventures. He is a already a successful business man with lots of experience in Africa and running a platinum group metals recycling company. The JV'S are in good hands and the deals made were very strong for Triton largely because of very fortuitous timing!......................... to shortly mandate the use of one of its products. viz- all new buildings must contain 10-15%of expanded graphite for insulation!
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Jimmycro, the off take deals sound good, why do you think the SP is drifting south, whilst SYR is on the rise? Finance to progress towards production seems to be sorted. Is it too much for the market to get >1 graphite play, with sentiment favouring the largest market cap? TON looks undervalued relative to SYR, what catalyst might help see the value realised? Do we need to actually beat SYR to production for the market to wake up? Any thoughts well appreciated.
