Thanks for your reply Gvan. Appreciate your thoughts and contributions as always.
I don't think you're blowing smoke and I agree with your assesment. MT has skin in the game, it's his life work, and clearly has a deep understanding of the industry. I feel that his interests are aligned with mine as a shareholder, and his leadership is a big reason I have invested and continue to invest.
Talga has been a very tough hold with the shareprice performance and the fact it is far and away my largest holding, I've pretty well pumped all I can into it over the last couple of years. However, at the time same I view this as a blessing in disguise. IMO the fundamentals of the business and market opportunity have only improved over this time, so I it has actually allowed me time to continue to build a larger position at a cheaper price.
I also agree with your assessment of Talnode Si. Mark's comments suggest there is a lot happening behind the scenes and the ability to scale at a premium value could be massive upside for Talga, which the market doesn't really comprehend yet. I assume that state funding and an anchor customer will be a big part of the business case, which hopefully should be revealed soon. This would be validation that Talga is far more than a graphite company, and is a battery technology company. Just look at Sila Nano - they were valued at $3.3B in 2021 and have raised over $1B in funding. They've just signed a deal with Panasonic for their silicon material and don't have the broad product portfolio that Talga has. Also, look at Quantumscape, they don't even have a working product that can be scaled and are valued at $3B.
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