TON 0.00% 1.0¢ triton minerals ltd

Great job Management, page-105

  1. 7,432 Posts.
    Quicksilva
    IMO best to look at Triton on it's own merits and faults in the Graphite Sector and for that to be the basis of your speculation.
    If the prime motivation is you reckon it will equal Syrah in Share Price and Market Cap simply by time line difference, you are lacking Graphite Sector Issue knowledge.
    Quicksilva Why is there no other Listed Graphite Company anywhere near SYR Market Cap? For that matter why has not a single NEW MINE been commissioned [finance arranged etc] doing even 50kts let alone 200kts.?

    See Quicksilva the Chinese Dragon has established some Demand 'carrot' but will it Finance the Supply?
    Can 200kts offtakes be made with any Outside China End User? None so far, no offtakes over 30kts have come from the Barbarians for 2017 production.

    This IMO is the TON dilemma Does it HAVE to do a Dragon Deal to produce 200kts ? If it can't? Then what is it's lower stage of production? and what's it's peer group then for MC compare?

    so anyway I'm just a howling in the Wilderness, peering over the fence
    DYOR quick.
 
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