Even with a permit to build an ANODE plant I wonder if there is still a bit of ignorance around about what Talga does.
Talga doesn't just dig up graphite, give it a spit and polish and flog it off. I have wondered for a while whether many unsophisticated "sophisticated" investors don't actually grasp that (and to quote MT) "we are a battery chemicals company that happens to have it's own graphite mine". Maybe atm we're still lumped in with all the other diggers. Perhaps with the right exposure at the right time (read fully granted mine permit, binding offtakes and full funding in place) the market will be made fully aware of what's on the way.
Ann: Grant of environmental permit for Talga anode refinery, page-40
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