Just a test

Originally posted by BigDaniel: ↑

I totally agree that graphite is the new black gold, if one doesn't have renewable stocks in their portfolio they should give it greater consideration. Obviously it's important that we choose these renewable stocks wisely, due diligence is required as there is a lot of mutton dressed as lamb.

I am also extremely excited for EGR, I've taken a reasonable position not long after the placement. I am actually looking at expanding my EGR holding, will depend on whether I shift a few investments in my portfolio around but there is certainly the intention there if prices hold which I think they probably will for another month or two but that's just a hunch after listening to a few presentations.

As for Triton I agree that Jinan will likely move to develop Ancuabe. In what time frame is the real question, clearly we hope it's sooner than later. Given Tritons cash balance I understand we cannot wait more than a few more quarterly on a decision, we clearly don't want to wait until we are on our last million. If Jinan need more time, David should insist on another unsecured loan of 2-3 million to tie us over. If Jinan are not sympathetic to our cash position than it should serve as a clear warning. I will add that I don't think trying to push Triton towards a VA will serve Jinan, it might not go their way as some shareholders assume it will. FIRB is unlikely to approve them, or any Chinese takeover for that matter VA or not and that means their initial $20m is down the drain. With China importing 70% of it's large flake I think Triton is well placed. It sounds like you too have spoken to David at some stage and are not worried, as for Max he would clearly have Jinan interest at hand however Peter and Patrick can put any disagreement to the shareholder base who will logically vote in the greater interest.

I'm very confident on EGR, SYR I only have a finger on the pulse so I can't comment with authority but in principle I really like their future prospects. Triton is another winner provided we can stay capitalized, should Jinan not provide financing the hard part will be selling a capital raise and at above basement prices but a strategic placement to a European institution would certainly do the trick. I think any good CEO would plan for the worst, should be shopping for a placement and JV now whilst concurrently negotiating the final details of financing since the December Jinan/Jigao meeting.

I will stay away from the Triton forum, the tree shaking is vicious and I'm not getting any support. I'm just another shareholder like everyone but somehow many seem to have forgotten that fact. I could be wrong but the data seems to indicate someone is gearing up for financing, knowing the wet season end is approaching they seem to be down ramping as hard as possible. If it is inside trading I wouldn't be surprised if they try to see blood in the water first at end of April, accumulating heavily and taking full advantage of any financing package. There is no honesty in the stock markets as you know and there are always going to be stakeholders who abuse their positions.

See what happens mate. Exciting times ahead!

Expand

@BigDaniel @dakook has found us, cover blown. I think i'll make a test / blokes office forum.

I don't think that VA is a play at all, there are international or globalisation registrars, databases, committees and authorities that register those things and that automatically gives the perp's a target in the global business community. Its not a wise move and i don't think the diplomacy of the dragon would be wise to do that, i'd would actually be remarkably dumb.
I've never had verbal contact with David or Peter. I once emailed Peter about the mighty G and the LME, there were some opportunities to be chased there. Peter was to the point and said he'd already chased the opportunity.
I drove a model 3 the other day, if you have not had the experience you can rent the Tesla. My daughter rocked up in the model 3 attempting to impress me about her new purchase, i saw right through her. Interestingly we stopped off for a coffee and the said that she'd not buy one herself because the range / battery tech was not long enough reach for her. 320Klm is the model 3 reach. What is super impressive about them is the autonomous capabilities, drives itself. It won't stop at red lights on its own however.
So the reality out there is that people are becoming increasingly aware of the technology and shortcomings. I don't think the reach is actually an issue, its more about the mind shift to planning a journey.
Once we see a large persuasion in manufacturing toward EV and the advertising it's game on. Now the reality is that this is started to happen in the northern hemi. We are Australians and mostly don't get to see these things in our daily lives. Covid on one hand has highlighted the worlds pollution problems with ICE. You right the fundamentals need to be paid attention and SYR, EGR, TON all have respectful base fundamentals. I particularly like Verner and his business plans. One can see this guy is reasonably well educated. He talks of value propositions, that means he is using business management tool sets such as a "Strategy Business Model Canvas" this tool set lays out the entire business on a single canvas. His conversation to the shareholders is about value. Value proposition is how a great manager conveys all that brings value to the organisation and shareholders and not just monetary but other value which ultimately adds to the overall model. He will be one to watch for sure as he is definitely using the right tools.
EGR fundamentals in lithium valley near BHP lithium are super duper easy principles, recycling and complementing. I think that shareholders were totally unfair to Andrew Spinks in calling him incompetent during the recent rise. I personally think he did a great job, but, the thing about EGR is it can easily rise to $3-$4 giving things done right and I believe it has that potential just based on those basic biz principles of right recycling model and tech, in the right place with the right relationships globally. If we dont all know yet that there is a cycle limit to batteries we better quit.
Perhaps there are lessons in the EGR story, well more than likely there are. If and when TON takes hold of the dragons tail there will be those that operate a certain way with agenda. But isnt that just Australians, we are bloody whingers I dont need to go into the expanded G and retardant with you. That business model is fantastic with a huge market, but, its not all that is possible and other markets should not be ignored, if you are speaking at managment level one ought remind them about strategy. The silence is probably golden anyway for TON because the dragon is contemplating anyway so why disturb it. However, strategy suggests its a great time to convene with others, kinda like the old bull joke.
Thats enough for me tonight i'll end up ratbagging Elon Musk about batterry day ann and what he did the G. utter nutter. Bloke.