I think you can get a lot more than 350k ton anode from 450k ton precursor.
Also, I have collection of data on the graphite/anode projects to better understand how they can impact future earnings.
Keep in mind it uses prices on the anode precursor, and not the final anode, which results in a lower valuation (Will be updated when we get more detailed information from Talga).
https://docs.google.com/spreadsheets/d/1RcmHeI2zJpqqI6rwZQxtcPs--o3zyfksFQcBF0cYZjI/edit?usp=sharing
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Last
46.5¢ |
Change
-0.005(1.06%) |
Mkt cap ! $211.5M | |||
| Open | High | Low | Value | Volume |
| 47.5¢ | 47.5¢ | 45.5¢ | $258.8K | 558.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 37078 | 45.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 46.5¢ | 34830 | 3 |
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| Last trade - 16.10pm 28/07/2025 (20 minute delay) ? |
| TLG (ASX) Chart |