Thanks @kenai
Thanks for your feedback too @nickidk4, great to hear a differing opinion. Can you let me know where Talga have stated they will reach 104ktpa in 2026? I'm going by the most recent investor presentation (and other comments from MT) which states expansion toward 104kt commences in 25/26. I like to be on the bearish side, but not overly so - even if we don't allow for any slippage, I don't know how they can ramp from 19kt to 104kt in one year though? Perhaps you can also tell me why you think 500kt is realistic? Or a link to 11-12USD/t? A medium term average of 80% margin does seem accurate enough from what I can ascertain.
Cheers for the discussion.
TLG - Media, page-11056
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49.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $188.1M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 2200 | 52.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 46.5¢ | 1473 | 1 |
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