This is now real - Triton will become a graphite producer, page-26

For what it's worth ... IMO Trump NEEDS the US market to be robust through most next year ... China does too ... the Fed - they have a bit still to play with.

So I'm picking that the bubble gets bigger.

I can weather the storm if required but am lucky to have the base of my portfolio in two "hotties" I expect to run inside 3-6 months and one very spec spec that's better than 50:50. So my focus isn't Graphite stocks - they are an interest. I was big into another a while back but felt totally let down by Mgmt who contradicted their own statements.

So I'm looking for management I can trust and so far with TON, so good.

Thanks for your comments.