I will explain how i got to TLG. I had Tesla 4.5x in a year, very nice. I bought Nio, about 5x in 6 months very nice too. Then in my view the stocks were fairly valued. So you ask who will win Tesla, NIO Maybe BMW or VW or Nissan. Too many options.
I looked at batteries, about 50% of batteries is graphite anode.
I find TLG in Europe. No competition, carbon passports from EU government, low CO2, fantastic tech. A CEO I Trust!!!
I sell Tesla and Nio and buy TLG.
I own 2 stocks only TLG which is a long burn, MT needs a marketing department and VUL.
If i lose it all, makes little difference to my life. I can still afford wine.
Can't find anything else with the same dynamic. Happy to discuss any that I have missed.
I believe in concentration not diversification
Some reflections on recent announcements and discussions, page-26
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Last
47.0¢ |
Change
-0.010(2.08%) |
Mkt cap ! $201.6M | |||
| Open | High | Low | Value | Volume |
| 48.5¢ | 49.0¢ | 46.0¢ | $185.7K | 389.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1309 | 46.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 48.5¢ | 13359 | 1 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| TLG (ASX) Chart |