i actually agree. You will hear that he actually admits he doesn't know anything about Talga and that is fine. In fact I wish more experts were that honest today, instead of trying to talk fluff about something they clearly don't understand. It never hurts to say 'i don't know' -- we don't do it enough as investors.
What I would say is his graphite analysis is pretty spot on. It has been a binfire for anyone outside of China for a long time. I think anode is a different proposition though due to the specialisation required. I think the two are very different investment propositions.
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