TLG 3.15% 53.8¢ talga group ltd

Ann: Environmental permit approved for Talga's graphite mine, page-89

  1. 1,524 Posts.
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    I see your point, Blue swims

    but given that graphite takes up the largest percentage of a battery, which is known to be the most expensive element in an EV, I wonder how many customers would be willing to pay even more for their car, should graphite prices increase as well.
    First of all, low costs on that project sound very flattering. On closer inspection they may be cheap, but only in comparison to other silicone anode manufacturers. In the end, however, you still have to measure yourself against the low prices of the Chinese in order to be competitive.
    Quite apart from other chemistries, which will also continue to develop until there is a possible large-scale production of Talga to get to the low-cost level.
    Don't get me wrong, I don't mean to be a spoilsport and I understand the importance of this permission to you, but the last 3 years have set you back quite a bit.
 
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