Report

Industry interest in Ancuabe increases

Critical to the development of any opaquely traded commodity project is establishing an end-customer network. To this end, Triton Minerals (TON) has forged a number of pre-commercial agreements covering up to 80% of the output from its future Ancuabe graphite mine in Mozambique. This note highlights these memorandums of understanding (MoUs), as well as some background to the companies with which the MoUs were signed. We also consider the effect of mining higher grades for longer from the company’s T16 deposit – a key future catalyst to our valuation.
Underlying
Triton Minerals

Triton Minerals is engaged in acquiring, exploring and developing properties for gold and other precious and base metals.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Tom Hayes

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