Why is it a Peer Group of only Two SYR and TON ? What criteria, matrix whatever divided these two apart from others in the Graphite Sector?
Projected Production? Then why not MNS in the Peer Group? There's an Alaskan one too in the Super Pit over 100kts/annum Game. Why aren't they incl in Peer Imbalance?
Is it just that the"chosen" are both in Mozambique ? that's why it's just these two ?
Couldn't be that, surely. That Peer Imbalance is in sets due to Geography?
Now the Vein Peers could be matrixed by geography BUT there's other veiners in Sri Lanka particularly AMG who could be seen as the SYR of vein in Peers. Yet no use whatsoever of AMG or another mob Elcora whatever is used in Peer Analysis Imbalance Analysis.
So why aren't the Relativities of Market Cap and Price Movement of Peer Group Analysis applied to SYR MNS and TON? That TON is coming Third in the "race"/ Peer Group ?
Surely it's Parity in Boxes Ticked towards Actually Producing in 2017 that is the ImBalance
and IMO that Triton has no "outsider' Confirmation of being able to Produce and Sell 200kts+ justifies it's third place also ran current status.
Outsider Confirmation is NOT only Offtakes but that's a start. Other elements and 'matrixes' I'll post about some other time
Will those Damn Drill Results ever Issue!!!?!!
TON Price at posting:
15.0¢ Sentiment: None Disclosure: Not Held
