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TON 5.7¢

Offtakes

  1. lukeyj90

    337 Posts.

    All I can think about with Triton is offtakes.

    I think about SYR and how they have a similar resource and such a close proximity to us. I do an example in my head of SYR producing 200kt per year and TON producing the same amount and how much easier it would be to just produce from the same plant or for one company to produce the 400k tonnes.

    Seems like we're cutting each others lunch but I guess that's just business.

    My questions for the forum is.

    At what time in the next 2 years do we NEED offtakes? I would say before the year is up because why would we spend $100 mil on set up with no guarantee of selling our product.

    What advantage do we have over other graphite stocks in getting offtakes? My only answer would be undercutting on price (with the help of the vanadium)

    Luke.

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