Talga 2020

Hi All

2020 looks a tipping point for TLG after years of laying the foundations. Some key reasons while I continue to hold (and accumulated during the recent SPP):

-Increased sensitivity around ethical / sustainable material supply chains where TLG are very strongly positioned.

- Well funded right up to post DFS financing

- EV momentum continuing to build in Europe and Japan where Talga are positioning themselves

-Bottoming of the commodity price cycle has effected new projects coming online, resulting in potential reduced supply for increasing demand.

- Very robust share registry with multiple cornerstone investors, especially for a company with a $115m market cap.

-'Large' scale real world graphene trials underway, well beyond lab testing with revenue streams looking to align (but not be relied upon) with the anode production.

-Major global businesses listed in R&D programs amongst other NDA's.

- Consistency and continuity in management, staff and overall approach.

It would seem that there will be 2 key catalysts for a rapid SP rise: a) Permitting / approvals and b) A partnership / financing agreement completed with a customer. Both of these milestones may take place in the short term i.e. 0-3 months, although financing likely to be post DFS.

I would be interested to hear opinions of others on what could drive the SP higher in the short term, or any other risks outside of permitting/approvals?

Is there any more you would like to see from the company? I find their communication exceptional (e.g. webinars) and the announcements, when they are made, are of significance and targets and milestones are generally hit.

cheers