This is now real - Triton will become a graphite producer, page-189

Will the Syrah situation be a Positive for TON?

No not really, we are targeting different markets with a superior product that receives a much higher basket price. I reckon our neighbours will do it tough for a while and have stitched up themselves and other fine flake producers for some time until the battery revolution really kicks off at which time our Nicanda hill will come into play. Until then Our large flake high purity graphite is and will still be in high demand in the building industry for fire retardant material. The expandable graphite market has a big shortage that will only get bigger so I expect we will be one of the very few shining stars in the graphite space for next few years.

KL - Nice work PC, way to dodge a bullet.