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3.30% 47.0¢ talga group ltd

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  1. cat dog
    913 Posts.
    lightbulb Created with Sketch. 918
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    02/07/21
    20:10
    Post #: 54250334
    Well BMW have signed with Northvolt for $2.3B with supply to start from 2024 as part of a long term
    contract. Daimler = BMW. IMO Northvolt = Talga.

    Timeline aligns perfectly too.

    Who could the Tier 1 EV customers mentioned in the DFS be. Why did they need specific German equipment for their EV customers?

    Just guessing but makes sense...
    Last edited by cat dog: 02/07/21
    TLG Price at posting: $1.33 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
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