You know Tesla is looking 10+ years forward. They know they want green cheap anode locally sourced in europe.
Maybe they cant source it from TLG in 2022 but they sure can secure their part from 2024(?) when Talga gets started.
Tesla definately don't want to import anode from China forever to europe if they can avoid it.
On the other side, Tesla is probably the hardest negotiators Talga will ever face, and that will take away from our profits. But ofcourse the Tesla effect will double the long term PE multiplier on Talga, so whatever
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- Ann: Quarterly Activities and Cashflow Report 30 September 2021
Ann: Quarterly Activities and Cashflow Report 30 September 2021, page-24
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