Australia's largest stock trading and investment forum Australia's #1 stock forum

TLG

Click for more information

2.53%

38.5¢ talga group ltd

Talga in 2023, page-403

First 403 Last

Share
Profile

Follow
jhunt

3,923 Posts.

762

22/05/23

10:19

Post #: 67892216
Share

Originally posted by Blue swims: ↑

And a majority of world graphite resources are not even suitable to make anode, only other industrial uses.
And even those which have anode suitable sizes, it makes up only only a 1/3rd on average of their resource size mix.Talga is unique in that 100% of its resources are anode suitable size.
And because it’s extremely crystalline (also has other benefits) it liberates ( releasing graphene as well) without needing any air milling.Air milling is where graphite particles are smashed together to make them smaller, so suitable for anode, but in doing that you waste a huge of material smashed up too small, too fractured.
So resource size only tell you limited information…
In all Talga from their DFS at full capacity will only be able to be providing 10% of the EU’s anode demand by 2030.Where’s the rest coming from?
Where supply is restricted the market dictates price becomes price inelastic ie demand won’t change with rises in price.

Expand

In at 1.39 after a long period of waiting and watching. Reasoning: most lithium stocks look over bought atm (I have just exited one). TLG looks to provide good exposure to the EV market, without the hype around some small lithium explorers/ miners atm. Also, in times of uncertainty, opportunity is created.

TLG Price at posting: $1.41 Sentiment: Buy Disclosure: Held
13 Upvote

0 Great analysis

Reply

Top Stories

Week 38 Wrap: US markets panic at 50bp cut; ALS’s minerals revenue slowdown; RBA path unclear

LM8

Lunnon picks up 5.27 g/t of gold across thick zone at WA's Lady Herial

Mastering the 'wealth mindset' with courage to redefine success

WOR

Worley secures five-year agreement to provide services in Oman

COL

ACCC take Coles and Woolworths to court over 'prices dropped' and 'down down' claims

There are more pages in this discussion • 247 more messages in this thread...

First 403 Last

Add TLG (ASX) to my watchlist

(20min delay)
Last 38.5¢		Change -0.010(2.53%)		Mkt cap ! $165.0M

Open	High	Low	Value	Volume
39.0¢	39.3¢	38.0¢	$191.8K	496.8K

Buyers (Bids)

No.	Vol.	Price($)
1	1012	38.5¢

Sellers (Offers)

Price($)	Vol.	No.
39.0¢	28027	1

View Market Depth

No.	Vol.	Price($)
1	1012	0.385
14	131021	0.380
8	88889	0.375
12	206367	0.370
2	37482	0.365

Price($)	Vol.	No.
0.390	28027	1
0.395	1019	1
0.400	3909	1
0.410	46859	2
0.415	37315	2

Last trade - 16.10pm 23/09/2024 (20 minute delay)

TLG (ASX) Chart