Ann: Talga Supersizes Graphite Amid Booming Battery Anode Demand, page-123

There was a boom in shares last year. It started with a bullshit offtake from Tesla to PLL. The market reacted across all shares. Novonix were desperately trying to get an announcement out linking themselves to Tesla. More B.S. trying to pump their stock. Last week the VUL thread went nuts due to an offtake in 48 months time. Before then they have to build multiple geothermal plants in densely populated Germany and the invest billions in DLE equipment for gues how much ?

That's right 5k tonnes !!!. that's a piss take.

TLG pilot plant is 5k. Niska is 85k, Vitangi is 19k, UK requires 200k.

Watch out in the next few months. Crocodile Dundee ( Otherwise Mark Thompson) gonna reach into his pocket and say " Now that's what I call an offtake ".

At least 250ktpa in 2025 for VW Group alone. Thats 50X the VUL offtakes.

And don't forget, Musk went to Sweden, he makes his own batteries. So why was he there !!
That announcement is to come also.

When VUL is testing equipment in 2025.We will be delivering 500k tonnes of anode into a very hot market.

Plenty of pretenders out there, chasing the news.

The best is yet to come!!!