To me this doesn't change fundamentals as I'm 100% sure Talga can sell all they can produce.
I still have conservative price target in 2026 of $35 AUD on P/E of 15 and $11k avg price per ton anode.
Ann: ACC and Talga sign non-binding Offtake for 60kt Anode Supply, page-57
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Last
41.0¢ |
Change
-0.020(4.65%) |
Mkt cap ! $166.0M | |||
| Open | High | Low | Value | Volume |
| 43.0¢ | 43.5¢ | 40.0¢ | $398.0K | 950.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 17921 | 41.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 42.0¢ | 13936 | 1 |
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| Last trade - 16.10pm 08/08/2024 (20 minute delay) ? |
| TLG (ASX) Chart |