TLG 0.00% 40.5¢ talga group ltd

TLG - Media, page-6314

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    Great find.

    I'd say it looks incredibly positive. Talks about "anode suppliers", and in the 4th para they talk about "Evaluation and Analysis... ..toward the final goal of successful anode incorporation".

    My one concern with Northvolt has been that at some point they'll decide to take the entire anode process in-house. The language used here makes it seem very much like they are still planning to source it externally (or at least license the process).

    I think the fact that they haven't also says something about how difficult it is, which ultimately it's a demonstration of the most Talga has from a technology perspective, not just a resource one

 
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