TLG - Media, page-12348

Would strongly recommend investors watch this Febrruary Investor presentation



MT mentions / implies:

• Imminent resource upgrade (which was put on hold to focus on permit)
• Vertical integration between anode production and use of by- product, plus the ability to recycle
• Potential horizontal integration from licensing agreements of our technology
• Further upside from EU legislation
• Potential binding agreements with customers (feels likeTalga can just pick who)

Considering the above, in the context of the environmental approvals, this made a very compelling investment thesis for me, and I've added a fair bit more.

Price is now only 10% above the most recent $40M funding raise (and that raise was pre environmental approval), which I think is worth much more than 10%.

I will continue to add at these levels