TLG 1.89% 52.0¢ talga group ltd

TLG, Haydale, ZEN and PPE, page-12

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    Aussie

    Great work I take my hat off to you.

    My memory's not what it used to be but this is what I recall:

    • graphene was to be a by-product of the graphite business which I now take to mean anodes.
    • MT said something like we won't waste time on the small stuff we're only interested in big volume high margin business.
    • Also said I want to get the anode business up and running first and then go after the graphene opportunities.

    So, I doubt Talga is making the GNPs for the masks plus he would be duty bound to tell us if they were making them.

    My take is they're just not ready to chase graphene opportunities...just yet. Setting things up for the longer term certainly.

    sure $50m or whatever is big money but diverting resources away for $50m here or there is just not worth it currently...but once the EVA plant is churning out tonnes of anodes and graphene can be produced on the side then yes for sure.

    Maybe I'm being too blinkered but my take is that they're throwing everything they've got at getting the anode operation up and running and that everything else is on the back burner for now.

    I've no doubt Talga's graphene will find its way into just about everything from robots to toys car and truck bodies construction clothing inks concrete and polymers, we've just got to give it a couple more years.

    But yes, absolutely massive potential.
    Last edited by saggito: 07/09/21
 
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