TLG 2.13% 46.0¢ talga group ltd

Talga's Current NPV, page-216

  1. 677 Posts.
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    Can someone elaborate on these regarding future value. Want to add more this week as very bullish.

    1.Costs increase for inflation, this will effect NPV greatly. Both stages Capex is 1.6b US.

    2. Potential delays for construction (I don't think anyone can gauge this) .. I suspect at least 2026 until it's ready to mine.

    3. Equity dilution + debt terms. Has anyone determined this in their return?

    4. Curently at 360m SOI. With. 40% equity for debt requirement, accounting for us conversion and 30% increase in Capex, that's another 200m shares added?

    5. How soon do they think they can finance their stage 2 1.2b US expansion?
 
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