Few high level for me:
- Mark seemed very comfortable with current plan being on track
- Says all perfectly where he wants things to be against project timelines
- Confident on permitting / environmental aspects tied up Q1/Q2 2023
- All offtakes and financing to be revealed at same time as permits and seems like many are done already (he seemed happy!)
- Says time worked to TALGA's advantage with offtakes and financing for better priced deals
- Against dilution
- His view is 20 years and not looking at quick wins for short term price rise in share price but rather long-term growth sustained
- Hinted at big expansion it seems past current 2025/206 expansion targets (so could be i read into that 10 times current DFS)
- Solid state not a genuine competitor
- Cash not an issue in next two quarters and didn't seem concerned. Hinted they have a plan
- Says all their testing has ticked boxes and knocked results out the park on battery quality and efficiency
Overall solid presentation, not much new but seemed all on track. good times ahead
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