Yes MNS and SYR have All of Basket deals. All Production, All Flake Size going to 2 Trading Houses.
SYR's Asmet for Grade in Pellets made from any Flake incl the spherical "off cuts" covers SYR's difference in Flake Size production from MNS and the Jumbo 'skite".
Why is the MNS Offtake from Both of the SOE's including even MNSers 'small' flake? Because MNS has JUMBO and if "They" want Jumbo, got to take our Crap too. Jumbo RULES this business relationship....apparently
As to Triton TON well the 100kt is Trading House but the Chinese PRIVATE Company suggests Single End User. I'm finding it hard to figure How Private Companies connect to the SOE driven Chinese Economy. Especially when they're NOT 'cottage industry" but apparently Major Dragon Players in Graphite OFFtaking 100kts/ $100mil Minimum for 20 years for purportedly Only their own In House Use.
The SOE OffTakes have exclusive China Distribution Agency Rights. I thought that some of these KT's could be for the Proposed China Graphite Spot Market. SOE's as Trading Houses
but TON's YXGC doesn't have this Trading House angle.
But the TONners say Oh YXGC is gearing up for the Expanded Graphite Insulation Market explosion 2017.
The New Demand Proposition, hey
@mainholm?
especially that AMG/GK too is well known in Europe for Insulation. Have AMG/YXCC cross swapped Patents? Are they planning Joint Venture Factories outside of China " Surely we'll soon be seeing some news, facts, industry commentary on these END USERS to back TON's production plans. Commercial Confidentiality and redoing Web sites just don't cut it.
Anyway
@mainholm I'm expecting SYR DFS to clarify
@gosouth 'bit" on them. I expect an
@tobyjack to reprint it for the SYR DFS dissection but mainholm gosouth seemed to be a Miner Poster. Seemed to Definitely Know Something about a DFS as opposed to a Scoping Study/
My main takeaway from his post/research was the definite Requirement that Off Takes were ROCK Solid no ifs and buts easy get out of it clauses but Sealed in Blood or at least "Appropriate" Financial Security.
TON's up for a DFS end of 2015. YXCC 'credibility' will be sorted then and MNS is on for a DFS too so there Offtakes will be confirmed too.
So will ALL the Super Pits pass the DFS test or go south?
oh and
@mainholm bloody Malawi Sovereign SVM is back Super Pitting. They're on the new Chinese East Africa Railway Line, too
toot toot
