Has anyone here done an RNU vs TLG comparison?
Rough calculations are they have similar amounts of contained graphite, TLG want to do from ore to anode, RNU seem to be more graphite focused, RNU targeting government / export agency financing, TLG targeting 60% debt funding - which seems crazy in this environment
TLG are more EU focused where as RNU are Asia / US (potentially)
TLG's presentations seem a tad too slick for my liking hence asking here.
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