The fundamentals of Triton haven't changed, they have just got better and better, they could have ignored p66 and ancuabe, and just gone ahead with nicanda hill, the reason they haven't i believe is because there is no grid power there yet,which will make processing costs expensive with diesel generators (syrah will have this problem) the binding agreement with yxgc states they don't have to supply graphite for 3 years time,so better to wait until grid power reaches nicanda hill, define the resources at p66 and ancuabe push ahead with the factory in China,which will create income, hopefully a jv with amg grid power is already at ancuabe and is closer to port (which still needs work yet ) I believe Triton are ticking the boxes one by one, calmly and methodically, not rushing in to some hair brained idea to produce 200ktpa of graphite with no one to sell it to, they have a binding 20 year agreement with yxgc who really need tons graphite the other company are not out of the picture yet, they just want triton to define the resources at ancuabe, and now probably p66, and I don't blame them, it's what any responsible company who is looking to invest 200 million and maybe more would want and need for there shareholders, this is painful for Triton shareholders now but look to the future, it's not going to happen overnight but it will happen, Triton needs support now from loyal shareholders and thats what they are offering now,so it's up to us, are we in or out ?, me I'm in bloody oath I'm in and I'm not some rich fat cat investor I just invest a good part of my salary every month in Triton
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