NMG is about A$300m fully diluted, plus another $A50m for Mason Graphite if that's how you want to look at it.
What the market might see in Talga more than NMG: Talga lower cost, higher margin, future expansion plans are bigger (Bécancour tops out at 43ktpa AAM vs Niska 104ktpa), Talga further progressed with debt funding, Talga more developed silicon plans? Talga claim to be closer to market with Bécancour forecast to come online late 2025 with Vittangi still end 2024(!) as the official line. Australian investors might understand the graphite and anode market better that the tsx (or worse lol)?
Probably a simpler answer is that a difference of about 20% in the relative market caps could be mostly noise given the current volatility.
TLG - Media, page-13810
-
- There are more pages in this discussion • 2,369 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add TLG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
55.5¢ |
Change
0.010(1.83%) |
Mkt cap ! $210.7M | |||
| Open | High | Low | Value | Volume |
| 54.0¢ | 56.5¢ | 53.8¢ | $187.9K | 340.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 83393 | 55.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 56.5¢ | 34125 | 3 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |