TLG 4.65% 41.0¢ talga group ltd

Ann: ACC and Talga sign non-binding Offtake for 60kt Anode Supply, page-57

  1. 343 Posts.
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    To me this doesn't change fundamentals as I'm 100% sure Talga can sell all they can produce.

    I still have conservative price target in 2026 of $35 AUD on P/E of 15 and $11k avg price per ton anode.
 
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