I have a number of graphite companies.
Talga is adding significant value to their graphite. They are turning a commodity into a high value, reliable brand. With this comes long term contracts and higher margins. There is a massive investment in time, resources and intelligence to get this going and secure contracts, but once signed they have a very long tail.
Very happy here. I think there is an order of magnitude gain in the share price over the coming decade., as green ESG funds and retail mum's and dad's come on board. But it will take a little time to get all their ducks in a row.
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27 | 360349 | 0.360 |
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