why ohh why did the give a date in the first announcement???
while i am not fussed, and happy for MT to only sign the best deals possible for shareholders....under promise and over deliver.
3 biggrst risks with Talga
-offtakes
-permits
-finance
I am not concerned about offtakes, as demand will be exceeding supply for some time to come...
Permits are out of Talgas hands and i believe thry have done the best job possible to get approved
I am concerned about finance.
MT stated not long ago that dilution will be kept minimal (pre cap raise haha) and jv project funding with green EU loans are more likely.
I am very curious about how Talga will package that finance, to achieve the best outcomes for shareholders
Ann: Talga and ACC graphite anode offtake update, page-101
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