TLG 1.14% 43.5¢ talga group ltd

broker reports, page-4

  1. 3,254 Posts.
    lightbulb Created with Sketch. 472
    I have been busy of late, so only slowly getting time to research, but I just had a look at LML's resource of 2.5Mt at a grade of 15% TGC - despite being small, it sounded good til they advised they used a select high grade sample at 18% TGC and could only beneficate it to a final product of 90% purity- not impressive IMO (FYI the market segment was 150 micron flake)
    AXE have achieved much higher purity, will check them out next..
    (NB not cross promoting, just trying to get a picture of where we are likely to achieve competitive advantage)
 
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