TLG 0.00% 38.0¢ talga group ltd

Talphene ... Graphene, page-68

  1. 2,385 Posts.
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    One on the guys referred me to the SP angel analyst report. Very lengthy read but so much very useful information. Ive done a first pass, will read again.

    2 points stuck with me. They basically derived an SP of 1.80 from using a discounted NPV TO 40% to derive the MC. Since then much has happened, especially Niska with some dilution.

    I also found the battery materials subsidiary, containing Cobalt, Copper etc and the drill results very informative. i recall MT stating there was a lot of interest from Asia including the Japanese.

    And yes 90 or 180 days who really cares. Just think ASX300 in March plus DFS for 19k in March puts a line in the sand which will motivate them to align the various parts of the story by then.
 
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