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55.3¢ talga group ltd

Ann: Battery Anode Agreement with Long Time Technology, page-164

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17/11/21

17:12

Post #: 57648310
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Originally posted by acwbagnall: ↑

If Long Time Tech want to mix talga graphite with synthetic graphite to make battery annode products, what exactly do you think we would be exporting to them if not graphite? We would most likely be shipping them Talphite-C which is purified graphite concentrate and the precursor to the Talnode-C annode material.

Not sure why you think I don't "get it". I'm not being negative, just commenting on the substantial change of tone of this announcement which is the first MT has mentioned our products may be aimed at being sold to other annode manufacturers to blend with synthetic or other natural products to either lower cost, increase supply, reduce emissions or improve performance.
But whatever way you want to slice it - sending annode precursor materials to other annode manufacturers is not the same as producing completed annodes for OEMs which has always been what has been indicated previously.

Nevertheless I took this announcement to be very positive and potentially signaling many more opportunities for our products, albeit at potentially lower margins.

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I don't understand why you are so determined for it not to be Talnode C, when the agreement has arisen from successful trialing of that product?

TLG Price at posting: $1.99 Sentiment: Buy Disclosure: Held
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