Hi Simppa, its probably too early to say which direction TON is going, but seems their focus has clearly shifted to Ancuabe in the short term. So are they going to focus on supplying China with high quality flake or are they going to utilise AMG strategic alliance. Or is it just Chinese money moving in to supply ROW off takes.
But the big shift is that it appears they have a strong financial backer undoubtly with strong Chinese connections. How it all plays out is the interesting bit.
The Predicatble Squeeze, page-13
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