TLG 2.38% 41.0¢ talga group ltd

200 to 500 word TLG pitch, page-2

  1. 642 Posts.
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    Current planned demand for batteries is 4.6TW which is around 5.5mtpa. 50% of a battery by volume is Graphite. Only one Company outside China can supply the volume. EU banning imports, supply HAS to be non China. The Western world hates China. Apple+Tesla Gross Margin = 55%. Talga Gross Margin 80% plus. Take a long term view. Buy now, collect in 5 years.
 
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