TLG 5.33% 39.5¢ talga group ltd

A Technical Analysis on TLG, page-703

  1. 1,224 Posts.
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    What exatcly stops someone replicating an FGR module and importing the Sri Lankan graphite themselves?

    The module costs about $25k maybe say it takes them $100k to get correct.

    Its a lot cheaper for the company than paying FGR $55k a tonne or more when they can buy the graphite for $2k
 
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