Called it this morning annoucement was bad. If Talgas anodes are not good enough withouth synthetic than why are companies going to use them? Number one responce is "they are in Europe." Guess what European car manufacuters import all over the world. Talga isent worth 630million in market cap because its in Sweden with no permits.
Talga is worth what it is because it was supposed to offer an equal or superior natural anode vertically integrated at an incredibly low cost to produce.
All calculations for NPAT on this hotcopper than many of these posters have commented on did NOT include the purchase of Synethtic graphite. Buying synthetic graphite to make the same anodes reduces margin as an additional input cost. I have not seen a single estimate on any website that uses synethic graphite as an input cost for Talga.
So to the posters saying that this was expected, I find it odd you did not comment this before...
Enjoy another non-binding MOU, I'll put in a buy order at $1.50
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- Ann: Battery Anode Agreement with Long Time Technology
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