TLG 3.49% 41.5¢ talga group ltd

Can Graphite sustain its demand long term, page-13

  1. 1,637 Posts.
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    What is your point with the resource sizes? Technology will advance before Talga gets anywhere near extracting all of their resource. What matters is the resource is high grade, it is large enough, close to the surface and will significantly benefit all who are invested for the next decade at least.

    The location is also key. Talga will basically have a monopoly in Europe with many battery factories already popping up down the road. This European dominance will last for a solid chunk of the EV revolution, until another company finds a resource as good as Talga's located in Europe and goes through the same rigorous hoops. Good luck to any future competitor - I'm comfortable with our moat.

    Last edited by Gvan: 07/03/22
 
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