Great post as usual
ozpolarbear,
TON is severely undervalued and has been for quite a while now. The peer comparison was the first thing that attracted me to Triton Minerals. Followed by managements skin in the game, their efficiency (under promise, over deliver) and communication, and the likely increase in demand for graphite. Now for me now, its the business plan. Id like to see a comparison of the business plans of these three companies. I think it would be useful to put them all side by side and analyse the different approaches the proposed "super pits" are taking.
Ancuabe will come into play now, and as you have correctly pointed out, we are likely to have the biggest AND the best known graphite deposits in the world. All for a bargin price of $0.25.
The vertical integration and strategic relationships will be the making of TON imo. YXGC and AMG will be instrumental to the success of Triton. Their experience and contacts will bring opportunities and efficiency, which will be translated into profit and bank-ability. I wouldn't even attempt to put a price on those strategic relationships. I personally cant wait to see the DFS.
There is every chance you could be right. I certainly wouldn't bet against it.
You have done it very well. Thankyou.
