hi again Paul, I took the time to watch and listen, via those links.
so I also thought I would write out what exactly Simon Moore had said, approx word for word.
this will save any lazy readers out there making a click....lol
so thanks again Paul, and yes, clearly unbiased.
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Simon Moores
(Analyst, Benchmark Minerals Intelligence)
The key point to look at is that Graphite isn't a commodity, it is a specialist product.
When you analyse commodity projects its about volume and grade and about logistics and everything else.
Graphite is a specialist product so you need to look at the volume and the grade,
But you also need to look at the flake distribution, the amount of large, medium and small flake in a deposit.
Because they are sort of different markets.
Finally you need to look at company management and their link with the industry, and their link with the the traders and buyers.
Because its the buyers of graphite will help commercialise a project and will dictate whether your project either lives or dies.
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back to here now, my opinion, we got the project, with the volume, and grade, equally good logistics, a mix of flake distribution.
brad boyle tritons md will be appearing along at the same conference in china with simon moores in december.
triton having the largest grapite resource in the world was invited there. Very exciting if you ask me.
as too another conference in Europe, which also should generate some further strong interest.
having the ability to provide grades, volumes, flake distribution mixes to the requirements will equal offtake agreements.
thus the final point, connecting with the industry and potential end users, thus buyers which will enable us to live.
just a matter of time, and with carbon emissions heating up the world 4 degrees C by 2100 we need to act now.
large scale batteries will further increase market demand, which also large projects excess will be also required.
not to mention the vanadium that also will credit us with further cost effectiveness to further potential buyers!
like it or lump it, it is what it is, and its staring at us all right in our face whether we believe it or not, so Believe it!
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