TLG 4.62% 62.0¢ talga group ltd

Ann: Battery Anode Agreement with Long Time Technology, page-136

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    "Blending natural with synthetic is a industry standard."

    Yes, I literally said this:

    "Current status quo - all graphite both natural and synthetic goes to China to produce annode material. Typically this is a combination of both sources."

    My point being, all this time we have been sold the dream that Tanode C ticks all the boxes and avoids the need for synthethic annode material. Not once has there been any talk of needing to blend Talnode C - all the previous announcements have suggested it performs equally well and is available as a natural standalone alternative. Which has begged the question for the past year as to why VW (and therefore NV) would have announced that they are using Synthetic graphite annodes ex China, if a cheaper, greener, and overall better alternative was available right nextdoor in Sweden from Talga. Clearly it doesn't meet their criteria - or at least it doesn't on it's own. Nor does it meet Love you long time's criteria, but they are interested in blending it with synthetic product to reduce costs and/or carbon footprint. If suitable then you would think most others would want to do the same, particularly if based in Europe/

    So can everyone stop telling me that blending natural and synthetic is the industry standard. I know this. The entire point of Talga is supposedly it is not just an "industry standard" natural graphite mining co, but a vertically integrated annode producer and miner. But perhaps it is just a graphite miner after all?
 
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