This is now real - Triton will become a graphite producer, page-254

perfect time for large flake developer. - 18 month build.

our off takers existing chinese graphite producers, running out of large flake.

Then add the direction JHT will open up, for value add potential.

Perfect time, to be in the first mover advantage, well before Tanzania sort their shifting lines in the sand out.
That first mover advantage, allows TON to make the moves into Shandong, /Jinan JV pay back its capital, and ties into security of supply.

There are some shortsighted people who think you need to wait for the music to be playing loud before entering, but they are the ones who always just chase the tail end of the crumbs left over.

There are some people who can play chess, and understand how the pieces are positioned, and others whose mental limitations sees them just playing checkers.

Good investment is about seeing what the rabbit brains cant, but you then sell to them at full valuation when the music gets turned up.