Anyone know how to play chess ?
You position your peices carefully before you launch your assault .
WGX wanted so badly to get in , but rejected - maybe this underwriting from Somers will find eager sub underwriters.
Anyway - what matters is that Triton have significant assets in a country willing to permit scale - in a time where Chinese domestic supply is being strangled .
That's means imo the dice is weighted to the success case for offtake - finance - Ancuabe / NH JV .
That's a lot on the dinner plate - not yet digested by the market to the seeing is believing
Speculation shifts to real development- this mc will Rocket to the front pages .
Eg
Syrah MK2
Fire retardant expandable flake margins skyrocketing .
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