chinas running out of large flake, and JHT state owned, are a...

chinas running out of large flake, and JHT state owned, are a cornerstone investor.

If there really is additional supply available of large flake, why hasnt JHT partnered else where ?

Cappy things that Syrah can increase production to cover the needs etc, but it cant, because its primary output is small flake.

TON is in a different market to Syrah.

Why are JHT here ? China want strategic supply. And you are not going to get that in other countries FIRB, or political risk, or with deposits that are small flake dominant.

Do you think that JHT a building materials company, etc, chose to invest in, and facilitate TON finance because they have a need to get their hands onto the high purity, and scale which TON has ?

Cappy thinks graphite is a dead duck, and therefore paints all with the same tarnished brush.
Thereby has no capacity mentally to distinguish the merits and motivations of projects and their cornerstone investors.

Who knows more about the graphite industry, especially large flake specialist projects ? A multi billion dollar state owned company like JHT ? Or cappy ? Well JHT have put their money where their mouths are, and we speculate that in that wind, comes finance.