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rambleon04

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06/02/15

05:36

Post #: 14707615
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Originally posted by Pauldola ↑

You are well right Jaded at this current point in time for Ton to focus possibly on building 50Kt - 100Kt output and grow /ramp up further from such initial output. The difference with the Other is they are priced for a successful 200Kt and Ton imo is currently not. The market knows realistic output for the Current market today excluding potential new substitution uses and is probably another suppressant on Ton's sp.

Now if we read into the recent Ann and Grade being pulled out of Nicanda Hill of around 18% tgc we can imo deduce that this is probably indicative as suggested of the real Mining grade. Grade that obviously has not been used in scoping. My point being that, If strip ratio's improve as imo I believe they may as Indicated, then a realistic, Now lower than 200Kt output is kind of leveraged somewhat by an improvement in economic extraction through higher Tgc. Also add the potential Ancuabe future developments to the potential leverage and imo the game is still well and truly alive.
I reckon 100Kt output would add around 20% to mine gate costs per tonne compared to scoping. What would a higher head grade extraction say from 12% to 18% Tgc and consequential improved strip ratio potentially do to minegate costs?

Interesting potential with AMG/Ancuabe though. This Alterna Capital Interests me ;
http://www.alternacapital.com/

And this quote from Dr. Heinz Schimmelbusch, CEO of AMG of the deal;

AMG sells stake in graphite

13 January 2015
Advanced Metallurgical Group N.V. (AMG) has sold 40% equity interest in AMG Graphit Kropfmühl GmbH by way of a capital increase in combination with a 10.33% equity interest in Bogala Graphite Lanka PLC to Alterna Capital Partners for a combined cash price of US$38 million.

The transaction follows AMG's strategy to expand its critical materials business while reducing net debt.
AMG Graphite is one of the world's leading graphite producing and refining companies, with mining activities in Germany, Africa and Asia, while Bogala Graphite Lanka PLC produces high quality natural vein graphite from its mine in Sri Lanka. With an 80% shareholding, AMG Graphite will remain the majority shareholder in Bogala Graphite Lanka PLC.

"Natural graphite has a high growth potential and we have to reposition our global value chain to benefit from this opportunity,” said Dr. Heinz Schimmelbusch, CEO of AMG. “We are pleased to have found a partner who shares our views and values.”
Growth strategy

"We are excited to partner with AMG and their management team to progress AMG Graphite's growth strategy,” said Roger Miller, managing partner of Alterna. “We believe AMG Graphite has demonstrated a strong track record of providing customers with high quality products and services and the Company is well positioned for continued growth.”

http://www.metal-powder.net/view/41085/amg-sells-stake-in-graphite/

imo AMG's growth strategy could well include Triton in some manner.
Amg needed to reduce their Debt, imo they didn't have the funding for their Graphite Growth Strategy. It seems now they have...

Regards

Pauldola

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Caution is fine,but Mr Rabbit you should stay underground where it's safe.We the Triton shareholders are happy to be on this adventure.We really don't need all this doom & gloom.Australia always has winners & losers-That's life.As 2015 unfolds,management will be doing their job,so let us wait & see.Please Mr Rabbit go for a "holyday" where there are no phones or internet.My thoughts only.

TON Price at posting: 15.5¢ Sentiment: Buy Disclosure: Held
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