Because he is a traditional metals miner and he doesn't understand the BEV market thoroughly.
For example he says "Lithium is everywhere , its not scarce".
Joe Lowry criticised him, as the issue is "battery grade " and that is rare indeed.
His view on demand being like "getting then hoover damn through a hosepipe " for all metals.
How much more for TLG graphite which is not fungible.
TLG - Media, page-1212
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Last
41.5¢ |
Change
0.005(1.22%) |
Mkt cap ! $168.1M | |||
| Open | High | Low | Value | Volume |
| 42.0¢ | 42.0¢ | 40.5¢ | $317.8K | 773.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 35504 | 40.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 42.0¢ | 56911 | 3 |
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| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| TLG (ASX) Chart |