Just look at the dates of all the factory openings. Demand in Europe I'm guessing will be 700k tonnes in 2023. We are the only shop in town. And we are going to xxuck about with 19k.
What would you do if you were TLG
What would you do if you were, VW, Tesla...
Tesla is investing in mines now
Talga resource is huge and "Globally Significant "
What would you do if you were the EU
It's been clear to me from the start, even my first post I was criticised. WTM said I was drunk and on speed. Think about 4m anodes at approx 15k to 20k per tonne at 80% margins in 2030.
Most customers to build their own refineries and buy concentrate, we ship materials and get paid royalties. The UK model. That way 10 can be built at the same time in different countries.
Add Graphine, Coatings and the battery metals subsidiary.
I have been buying aggressively for 6 months. Never at the lowest price but never at the hjghest.
TLG has better fundamentals than Tesla, better margins than Apple, and I can buy a car/laptop/phone from pretty much anywhere. There is one high volume shop for anode in Europe and IMO only one credible non China centric in the world.
Anyway there I go again!!! Let's check in 5/10 years.
TLG - Media, page-2114
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