TON

0.00%

1.1¢ triton minerals ltd

Good points Amyran. In addition to that China is running out of...

First 12 Last

Share
Profile

Follow
samer_1976

255 Posts.

180

04/07/20

16:08

Post #: 45644570
Share

Originally posted by Amryan: ↑

Syrah have the advantage of being up and running.
but cash burn and being caught between western world and China is a world were supply chains are bifurcating is an issue that needs addressing. I have read that China is actively looking for opportunities to avoid becoming dependent on Syrah in the future.

I think TON would have the advantage of
- higher margins on profit graphite for initial mine
- closure relationships with China supply chain
- a multi-billion dollar strategic partner that is there to manage and mitigate issues with construction, financing and cashflow.
- and the ability when the time is right to build a bigger Syrah type mine.
- it is likely that governments will begin to stimulate the economy with infrastructure projects and graphite for building is likely to see demand growth. battery graphite will increase in the future but demand for next two years could go either way.

TON has not had to burn cash for the first 6 months of 2020....where as SYR has. Cashflow burn for next 12 months will be on a well planned mine build.

and saying that SYR is a stock that is probably significantly undervalued at the moment. the price is being impacted by shorters who are looking at cashflow over next 18 months. if SYR manages cashflow they are probably going to be worth multiples of current prices in 3-5 years. If TON do the right things and graphite market conditions improve they could be worth even more.

Expand

Good points Amyran. In addition to that China is running out of large and jumbo flake graphite (Ancuabe product) where it seems they still got plenty of fine graphite which SYR produces.

TON Price at posting: 5.9¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

RCE

Recce's R327 found effective against E.coli during clinical trial

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Microcap Wrap: 5 explorers with news out today

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

3DP

Pointerra wins US$1.63M from US Dept of Energy to model climate change scenarios

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

There are more pages in this discussion • 411 more messages in this thread...

First 12 Last

Add TON (ASX) to my watchlist

(20min delay)
Last 1.1¢		Change 0.000(0.00%)		Mkt cap ! $17.25M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
2	160000	1.0¢

Sellers (Offers)

Price($)	Vol.	No.
1.0¢	100000	1

View Market Depth

No.	Vol.	Price($)
2	160000	0.010
3	566723	0.009
1	120000	0.008
3	427974	0.007
3	501660	0.006

Price($)	Vol.	No.
0.010	100000	1
0.011	44059	2
0.013	147992	1
0.014	100000	1
0.015	156818	3

Last trade - 16.16pm 28/06/2024 (20 minute delay)

TON (ASX) Chart

Day chart unavailable

Good points Amyran. In addition to that China is running out of...

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Recce's R327 found effective against E.coli during clinical trial

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Microcap Wrap: 5 explorers with news out today

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Pointerra wins US$1.63M from US Dept of Energy to model climate change scenarios

Ava Risk Group expands US presence with A$0.7M Substation Deal

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Good points Amyran. In addition to that China is running out of...

Top Stories

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Recce's R327 found effective against E.coli during clinical trial

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Microcap Wrap: 5 explorers with news out today

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Pointerra wins US$1.63M from US Dept of Energy to model climate change scenarios

Ava Risk Group expands US presence with A$0.7M Substation Deal

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News