This is not just another graphite resource. This one is unique. From the way it was formed to its molecular structure. And now the resource is getting even larger!
I wouldnt be surprised if Talga and other graphite explorers are pegging leases right now.
I will be watching trading of Talga in Germany tonight.
Frankfurt Mrkt = FWB. Ticker TGX.
The megafactories referred to belong to NorthVolt.
Their timelines to production just happen to be in sinc with Talga's Talphrene. Earlier small level production by Talga could be taken up by LG and VW. See their announcement 24/6 page 11.
I will be looking for an announcement in the next 2 -3 months about an agreement between Talga and NorthVolt. This would underpin both Companies and give access to more competitive funding.
They should both be looking to the EU and more specifically at the Junckter Plan and EIF for funding.
The last thing the EU wants is Talga exporting this unique and finite resource to China or America. In fact, based on what I heard on newsradio nearly 2weeks ago at about 1 am wst when they had crossed to the BBC OS program, they were discussing the EU's intention to not rely on China for any commodity and what was available in Europe would stay in Europe!
So why does Talga's announcement of 24/6 mention Tesla? I am waiting to hear back from Talga on this.
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