I have been wondering about the scale up opportunitys or maybe lack of ! I keep thinking about MT talking about how much demand is needed for Europe whilst going through Talga plans, he obviously knows more than hes letting on as we would expect but i really believe Sweden will let us expand fast given our resources are such a high grade and the pressures of the EV market are only getting stronger by the day. I would hope that when our first permits are done the assessment is done for future growth. why not ? its just scale change isn't it ? not the process! Talnode C is like a mid range synthetic, and now we know its pretty much qualified, the price is very very important to OEMs so i just cant see them going to China, maybe a small few for some but there is a hell of a lot that would rather have from Europe. Talga has Massive plans im sure, expression of interest for just under 1m tonnes pa in 2030 ! Im not very good with the numbers but could someone please explain how much Talga would be valued at when we get to 1mtpa ? i know its a lot but if someone has models for it please share.
And do we know what Talnode Si will sell for ?
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