Ordinarily I wouldn’t buy into a theory that it’s as simple as lithium being in the name of the battery so that’s why there’s more interest. Surely the market is much more complex and nuanced than that, and there are other reasons why graphite and Talga particularly isn’t valued where we think it should be.
But then just a few days ago I saw a NVX holder that thought they had bought a lithium company, so many there’s something to it
Talga Valuation v Lithium, page-23
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