I like this. Graphite is slowly starting to get the recognition it deserves.
Also, reading this link and the VUL threads today has reminded me just how vertically integrated TLG is. As flake graphite still needs to be turned into an anode. And lithium still needs to be combined with other metals before it is manufactured into a cathode. With TLG, you get the entire package ready to be sold to battery manufacturers. And all operations are coupled up in a geopolitically stable region. I think MT has been doing a good job pushing this point in some of his previous presentations.
Many lithium companies have been on a roll lately. I have reviewed many of them, and I think the ceiling for Talga is way higher.
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