Yes MT has been constantly clarifying that TALGA are not simply a graphite miner, and agree the market is still need of educating about anodes, cathodes apparently more sexy so far!
You have to go back to the money men Morgan Stanley about WHY they choose anode as their favoured battery exposure point- it’s low risk/ high reward compared to the multiple of cathode chemistries around.
Even today I glanced over a new paper showing graphite anodes actually work better in LFP than NMC. Even in SSB’s prototypes graphite is dominant.
So yeah GG I Think TLG are the WHOLE vertically integrated package !
TLG - Media, page-5225
Add TLG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
60.0¢ |
Change
-0.015(2.44%) |
Mkt cap ! $257.3M | |||
| Open | High | Low | Value | Volume |
| 62.0¢ | 67.0¢ | 58.5¢ | $1.684M | 2.660M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 35737 | 59.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 62.5¢ | 10000 | 1 |
View Market Depth
| Last trade - 16.10pm 05/11/2024 (20 minute delay) ? |
| TLG (ASX) Chart |