Not so sure on the point of not being competitor to our neighbour. TON SP have always seems to be suppressed since MK 1 days amid plenty of conspiracy theories including one of pointing to which company will be hardest hit if TON gets into production.
During one of the mining shows in Sydney years ago I had a chat with BB and he too was at a loss why the SP seems suppressed.
Perhaps the only way for TON SP to reflect its fair value is to have anther big Glencore type story? May NH JV?
Ann: First Binding Offtake Agreement for Ancuabe Graphite, page-92
Add to My Watchlist
What is My Watchlist?
