200 to 500 word TLG pitch, page-74

@Semmel
I've been quiet for a while but I must thank you again for all your efforts, always good to draw attention to TLG's prospects.
For those looking for a some more research, I'll leave a link to my earlier post here: 55337056. Note the comments directly after from Zoulou and others were incredibly insightful.

For me, the big risk for TLG is still the Swedish government. Personally, I'd be shocked if we didn't eventually get the all clear, at worst after a few knock backs, solely because of the global significance of our resource. It will be very difficult for the world to transition to clean tech if we don't use all the resources we have available to us, especially those as high a grade as TLG's.

I am also watching to see how the JV will be funded. It is almost certain that we will have to give up a large stake of the project but given the revenues that will be generated and the lack of alternatives, this is a necessary evil.

This is also why I am pleased MT has held off on signing any offtakes. It is certain that as demand for graphite surges thanks to the battery revolution, its price will climb. The longer we can hold off on any binding offtakes at lower than maximum prices, the better (IMO anyway).

GLTAH, our time is coming.