well I guess we are rubbing shoulders and talking to some of the...

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Kirkiecola

250 Posts.

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25/02/20

20:33

Post #: 43147780
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Originally posted by BigDaniel: ↑

It is a tight share register for a mining company, especially when you take into consideration Tritons est. ebit.

Certainly the possibility of excellent returns on investment, even better if funding is indeed as flagged..Non-diluting.

Yes the 34% cornerstone investment by Jinan is a strong endorsement indeed...For months I've been trying to understand their position..I assumed they wanted our product & not a takeover because it would have come long ago.

I believe the current negotiation with 'Xingchen Graphite' is more than just a small piece of the puzzle.. Perhaps bigger than we know.

Perhaps financing on Jinans part is hinged on a mammoth deal with Xingchen? Share price manipulation attributed to waiting to see if the deal comes through?

Not ramping but I just get the feeling there is a whale of a deal lurking beneath the water the markets can't see yet?

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well I guess we are rubbing shoulders and talking to some of the big boys as I understand it ....and Peter has stated in interviews etc that China s large flake mines are diminishing and we will be the next producers so could be/should be a good future

and with Syrah been battery grade and the Germans over the road only doing 6k for their own purposes (heard that in a podcast ) could well be an exciting time

unsure of this but is our 60 kpa output the ceiling or room for increased capacity? .....

TON Price at posting: 3.4¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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