I am very much looking forward to the next 6 months. The intel...

I am very much looking forward to the next 6 months.

The intel from Pauldola’s post of the UK presentation and the Company announcements so far this year show how much is going on and what we may expect over the next 6 months. And these facts don’t take into account any trading halts, left field or otherwise that shareholders should look forward to.

This is just some of the developing story (please add or amend where applicable):   

Offtake and strategic relationships:

Strategic relationship with AMG/GK – potential to be in production and selling to YXGC in 2015. The next few days/weeks seeing the strategic relationship progressing or crystallizing. AMG are also showing an interest in Vanadium; AMG Opens up Global Clients. AMG plant in Germany has the absolute latest technology. GK manufacture spherical graphite and coat it also; GK are currently researching many Battery technologies.

20 year USD $20BN offtake agreement for 100K – 150K tonnes per year. The average yearly concentrate output once ramped up will be around 150Kt to YXGC for off-take alone. YXGC are the only company in the world to make foil thinner than 1mm and it sells for $500,000 a tonne. At the YXGC current factories the buyers will literally stand around during production to protect their orders incase others go after their products they have ordered. Brad has seen this first hand. Apple and Samsung use YXGC products.

Chinese are intending to mandate graphite in insulative material and are looking to increase on the suggested 10% graphite content.

Vertically integrated JV in China with YXGC with Chinese Government infrastructure support.

Vertically integrated JV in Mozambique with YXGC with Mozambique Government support

Two (2) buyers already lined up for Vanadium

Other offtake partners in pipeline – Japan, Europe, Asia.

Chinese Government showing interest.

Funding:

LOI for USD $200M finance with SQZG with Chinese Government support.

SQZG offer of finance was the sweetener to get the graphite.

SQZG extension is up to 6 months and not for 6 months

BB and AJ met two (2) institutions in London prior to UK presentation for funding and cornerstone investment.

BB and possibly CC meeting three (3) institutions in New York shortly for funding and cornerstone investment.

Board and management:

New Board member – Chris Catlow – previous: Fortescue Metals Group Ltd, Iluka Resources Limited, Energy Equity Corporation Limited, Gold Fields Australia Pty Ltd, Indo Mines Limited, Northern Manganese Limited, Consolidated Rutile Limited, Sierra Rutile Ltd, Groote Resources Limited. Current - Admedus Limited, bioMD Ltd, Allied Healthcare Group Ltd, Sirius Minerals Plc.

Possible additional board member – met in London prior to UK presentation.

Appointed consultants to work together transitioning Triton from exploration to production.

Drilling and pilot plant

RC Rig and Diamond drill Rig finishing off at Nicanda as we speak and straight onto Ancuabe drilling in 7-10 days

Initial Ancuabe resource say 400m x 200m x 75m would be enough to start production.

Pilot plant already in Johannesburg and the existing Ancuabe plant capacity could be upgraded to 4x current output and also be pilot plant.

DFS and compliance

DRA Global completing DFS with proposed completion later this year – just 6 months away. DRA completed DFS for Energiser Resources

Mozambique Mining license and other licenses progressing

DFS will look into Ton’s own dock at Pemba as an option.

Mozambique government fully support and are extremely pleased with Triton’s projects in Mozambique.

I imagine 400-500 employees for the Mozambique JV would represent a massive boost to the local economy.

Thanks to @Pauldola for his earlier posts.

Please DYOR.