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clock Created with Sketch. 19/07/22
13:31
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Originally posted by sithas22:
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"NVX could have a 60% share of the US high-performance synthetic graphite anode materials market by 2030." Mate, per NVX presentation, they're projecting 150 ktpa anode/yr in 2030. That's nowhere close to 60% of the market. For comparison, TLG is targeting 100 ktpa in 2025."2 year's here..and management just not cutting it sorry" What has management done that you're unhappy with or not done that you think they should have? From my vantage, they seem to have everything on track to hit the 2025 100 ktpa production target."So later I can buy more Tagla. Still have time.!" Famous last words for investors. Time in the market > Timing the market. TLG is capable of ripping 40%+ in a day (has happened before)."Still mining graphite.NVX is using the by-product from oil to make efficient synthetic graphite." The mine is TLG's biggest advantage. High grades of ready made graphite significantly reduce costs and thereby increase profit margins. Synthetic requires a tremendous amount of energy to produce (at a time energy costs are increasing)."Think the swedes will make this too hard..as they are very environmental." The Swedes are slow and meticulous no doubt, but everything appears to be on track. I'd rather take my chances with Sweden than Argentina. Argentina has a history of nationalizing resources during times when the economy is suffering, and right now the economy is suffering. Current Argentine President seems fine, but you're always one election away from losing everything on your investment. In Sweden, once the permits are granted, you can count on full support from government.
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NVX...The expansion will bring the company's total production capacity of anode materials to 10,000 tonnes per year, and is expected to come online by 2023.I've read this
(20min delay)